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 | $154,615 | $63,346+144.1% | $92,233+67.6% | $70,131+120.5% |
| Participation rate | 58.7% | 68.7%-10.0pp | 76.5%-17.8pp | 69.5%-10.8pp |
| Annual return | 15.28% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $709 | $2,471-71.3% | $3,679-80.7% | $2,342-69.7% |
| Participant deferral / active EE | $757 | $2,854-73.5% | $3,897-80.6% | $3,332-77.3% |
| Admin fee / account holder | $4,595 | $3,840+19.7% | $5,194-11.5% | $4,645-1.1% |