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 | $141,830 | $109,881+29.1% | $150,045-5.5% | $84,808+67.2% |
| Participation rate | 46.4% | 76.1%-29.7pp | 82.3%-35.9pp | 68.3%-21.9pp |
| Annual return | 14.41% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,357 | $3,561-61.9% | $4,693-71.1% | $2,631-48.4% |
| Participant deferral / active EE | $2,369 | $6,636-64.3% | $7,997-70.4% | $4,212-43.7% |
| Admin fee / account holder | $11,008 | $8,568+28.5% | $13,435-18.1% | $7,344+49.9% |