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 | $226,305 | $117,381+92.8% | $99,443+127.6% | $152,861+48.0% |
| Participation rate | 21.4% | 77.5%-56.1pp | 73.8%-52.4pp | 82.4%-61.0pp |
| Annual return | 14.72% | 31.87%-17.1pp | 30.72%-16.0pp | 345.32%-330.6pp |
| Employer contribution / active EE | $312 | $3,013-89.6% | $2,540-87.7% | $4,762-93.5% |
| Participant deferral / active EE | $602 | $4,086-85.3% | $3,619-83.4% | $5,850-89.7% |
| Admin fee / account holder | $6,507 | $7,631-14.7% | $6,250+4.1% | $11,596-43.9% |