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 | $126,345 | $103,966+21.5% | $112,887+11.9% | $75,163+68.1% |
| Participation rate | 51.5% | 75.7%-24.2pp | 80.5%-29.0pp | 67.2%-15.7pp |
| Annual return | 15.00% | 24.54%-9.5pp | 34.10%-19.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $8,040 | $3,870+107.7% | $4,563+76.2% | $2,670+201.1% |
| Participant deferral / active EE | $956 | $5,456-82.5% | $6,513-85.3% | $4,125-76.8% |
| Admin fee / account holder | $27,884 | $7,663+263.9% | $7,047+295.7% | $5,651+393.4% |