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 | $137,536 | $78,520+75.2% | $96,576+42.4% | $82,448+66.8% |
| Participation rate | 40.0% | 77.7%-37.7pp | 81.4%-41.4pp | 68.1%-28.1pp |
| Annual return | 14.76% | 41.30%-26.5pp | 38.47%-23.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $273 | $2,630-89.6% | $3,553-92.3% | $2,551-89.3% |
| Participant deferral / active EE | $2,048 | $6,754-69.7% | $7,956-74.3% | $4,139-50.5% |
| Admin fee / account holder | $16,204 | $13,455+20.4% | $11,381+42.4% | $7,234+124.0% |