See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,460 | $72,492+46.9% | $87,100+22.2% | $72,985+45.9% |
| Participation rate | 37.1% | 72.8%-35.7pp | 76.9%-39.7pp | 69.5%-32.3pp |
| Annual return | 18.02% | 24.46%-6.4pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $5,081 | $1,894+168.3% | $2,521+101.5% | $2,440+108.2% |
| Participant deferral / active EE | $316 | $3,270-90.3% | $4,049-92.2% | $3,607-91.2% |
| Admin fee / account holder | $2,920 | $5,055-42.2% | $7,497-61.1% | $5,124-43.0% |