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 | $140,800 | $46,869+200.4% | $122,332+15.1% | $70,131+100.8% |
| Participation rate | 10.3% | 58.2%-47.8pp | 71.6%-61.3pp | 69.5%-59.2pp |
| Annual return | 16.77% | 24.22%-7.4pp | 30.27%-13.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $317 | $1,288-75.4% | $4,050-92.2% | $2,342-86.5% |
| Participant deferral / active EE | $701 | $2,166-67.6% | $3,287-78.7% | $3,332-79.0% |
| Admin fee / account holder | $1,219 | $3,322-63.3% | $5,478-77.7% | $4,645-73.8% |