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 | $136,844 | $69,477+97.0% | $94,646+44.6% | $71,457+91.5% |
| Participation rate | 69.3% | 78.4%-9.1pp | 80.8%-11.5pp | 67.9%+1.4pp |
| Annual return | 18.18% | 29.66%-11.5pp | 156.71%-138.5pp | 28.85%-10.7pp |
| Employer contribution / active EE | $917 | $2,853-67.9% | $3,672-75.0% | $2,588-64.6% |
| Participant deferral / active EE | $2,213 | $7,345-69.9% | $7,418-70.2% | $4,289-48.4% |
| Admin fee / account holder | $2,136 | $1,210+76.6% | $7,231-70.5% | $1,587+34.6% |