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 | $177,356 | $109,881+61.4% | $150,045+18.2% | $84,808+109.1% |
| Participation rate | 37.6% | 76.1%-38.4pp | 82.3%-44.7pp | 68.3%-30.7pp |
| Annual return | 15.80% | 28.25%-12.4pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,271 | $3,561-64.3% | $4,693-72.9% | $2,631-51.7% |
| Participant deferral / active EE | $2,525 | $6,636-61.9% | $7,997-68.4% | $4,212-40.0% |
| Admin fee / account holder | $12,238 | $8,568+42.8% | $13,435-8.9% | $7,344+66.6% |