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 | $117,369 | $73,933+58.8% | $96,683+21.4% | $75,163+56.2% |
| Participation rate | 38.9% | 66.4%-27.5pp | 74.3%-35.5pp | 67.2%-28.3pp |
| Annual return | 14.27% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,084 | $2,928-63.0% | $3,737-71.0% | $2,670-59.4% |
| Participant deferral / active EE | $1,227 | $3,659-66.5% | $4,878-74.9% | $4,125-70.3% |
| Admin fee / account holder | $1,643 | $5,216-68.5% | $6,730-75.6% | $5,651-70.9% |