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 | $128,226 | $86,929+47.5% | $102,423+25.2% | $80,856+58.6% |
| Participation rate | 55.4% | 72.4%-17.0pp | 76.5%-21.1pp | 67.6%-12.3pp |
| Annual return | 25.72% | 18.88%+6.8pp | 29.32%-3.6pp | 35.59%-9.9pp |
| Employer contribution / active EE | $1,209 | $2,369-49.0% | $3,023-60.0% | $2,755-56.1% |
| Participant deferral / active EE | $1,287 | $4,118-68.7% | $5,053-74.5% | $4,296-70.0% |
| Admin fee / account holder | $18,314 | $8,049+127.5% | $9,451+93.8% | $6,918+164.7% |