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 | $121,034 | $78,705+53.8% | $117,854+2.7% | $70,131+72.6% |
| Participation rate | 18.1% | 73.2%-55.1pp | 79.7%-61.6pp | 69.5%-51.5pp |
| Annual return | 18.15% | 23.30%-5.1pp | 335.08%-316.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,220 | $2,223-45.1% | $3,786-67.8% | $2,342-47.9% |
| Participant deferral / active EE | $202 | $3,297-93.9% | $4,482-95.5% | $3,332-93.9% |
| Admin fee / account holder | $1,411 | $5,065-72.1% | $8,020-82.4% | $4,645-69.6% |