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 | $91,153 | $58,512+55.8% | $84,015+8.5% | $72,985+24.9% |
| Participation rate | 13.2% | 61.2%-48.1pp | 69.0%-55.9pp | 69.5%-56.3pp |
| Annual return | 26.88% | 28.93%-2.0pp | 71.31%-44.4pp | 81.00%-54.1pp |
| Employer contribution / active EE | $243 | $1,163-79.1% | $1,983-87.7% | $2,440-90.0% |
| Participant deferral / active EE | $746 | $2,394-68.8% | $3,239-77.0% | $3,607-79.3% |
| Admin fee / account holder | $501 | $4,569-89.0% | $6,101-91.8% | $5,124-90.2% |