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 | $125,390 | $79,013+58.7% | $100,391+24.9% | $74,495+68.3% |
| Participation rate | 34.3% | 79.5%-45.1pp | 81.5%-47.2pp | 67.2%-32.9pp |
| Annual return | 13.68% | 20.41%-6.7pp | 49.20%-35.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,059 | $3,021-64.9% | $3,942-73.1% | $2,623-59.6% |
| Participant deferral / active EE | $2,569 | $7,760-66.9% | $8,082-68.2% | $4,346-40.9% |
| Admin fee / account holder | $1,849 | $1,320+40.1% | $7,899-76.6% | $1,942-4.8% |