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 | $112,249 | $54,541+105.8% | $78,778+42.5% | $70,131+60.1% |
| Participation rate | 18.6% | 60.8%-42.2pp | 69.2%-50.6pp | 69.5%-50.9pp |
| Annual return | 17.71% | 21.07%-3.4pp | 35.62%-17.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $202 | $1,089-81.4% | $1,986-89.8% | $2,342-91.4% |
| Participant deferral / active EE | $529 | $2,210-76.1% | $2,958-82.1% | $3,332-84.1% |
| Admin fee / account holder | $874 | $3,709-76.4% | $5,134-83.0% | $4,645-81.2% |