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 | $138,493 | $91,552+51.3% | $133,956+3.4% | $79,858+73.4% |
| Participation rate | 31.3% | 73.3%-42.1pp | 79.8%-48.6pp | 69.6%-38.4pp |
| Annual return | 11.63% | 61.85%-50.2pp | 45.09%-33.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $644 | $2,384-73.0% | $3,919-83.6% | $2,471-73.9% |
| Participant deferral / active EE | $771 | $3,733-79.4% | $5,048-84.7% | $3,740-79.4% |
| Admin fee / account holder | $27,639 | $6,321+337.3% | $8,927+209.6% | $5,306+420.9% |