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 | $98,930 | $80,968+22.2% | $96,544+2.5% | $75,163+31.6% |
| Participation rate | 67.9% | 71.8%-3.8pp | 76.0%-8.0pp | 67.2%+0.7pp |
| Annual return | 14.17% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,256 | $2,282-45.0% | $2,965-57.6% | $2,670-53.0% |
| Participant deferral / active EE | $1,530 | $3,928-61.1% | $4,851-68.5% | $4,125-62.9% |
| Admin fee / account holder | $8,519 | $6,724+26.7% | $8,252+3.2% | $5,651+50.8% |