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 | $81,497 | $65,041+25.3% | $90,951-10.4% | $79,858+2.1% |
| Participation rate | 41.4% | 61.6%-20.2pp | 69.0%-27.6pp | 69.6%-28.3pp |
| Annual return | 14.13% | 30.45%-16.3pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,105 | $1,247-11.4% | $2,122-47.9% | $2,471-55.3% |
| Participant deferral / active EE | $1,052 | $2,512-58.1% | $3,373-68.8% | $3,740-71.9% |
| Admin fee / account holder | $1,753 | $4,536-61.4% | $5,959-70.6% | $5,306-67.0% |