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 | $102,087 | $69,477+46.9% | $94,646+7.9% | $71,457+42.9% |
| Participation rate | 31.5% | 78.4%-47.0pp | 80.8%-49.4pp | 67.9%-36.5pp |
| Annual return | 17.72% | 29.66%-11.9pp | 156.71%-139.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,060 | $2,853-62.8% | $3,672-71.1% | $2,588-59.0% |
| Participant deferral / active EE | $2,483 | $7,345-66.2% | $7,418-66.5% | $4,289-42.1% |
| Admin fee / account holder | $1,505 | $1,210+24.4% | $7,231-79.2% | $1,587-5.2% |