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 | $114,220 | $77,503+47.4% | $100,391+13.8% | $80,856+41.3% |
| Participation rate | 18.8% | 76.9%-58.1pp | 81.5%-62.6pp | 67.6%-48.8pp |
| Annual return | 13.45% | 37.20%-23.7pp | 49.20%-35.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $758 | $2,801-72.9% | $3,942-80.8% | $2,755-72.5% |
| Participant deferral / active EE | $781 | $6,820-88.5% | $8,082-90.3% | $4,296-81.8% |
| Admin fee / account holder | $3,331 | $5,897-43.5% | $7,899-57.8% | $6,918-51.9% |