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 | $108,396 | $98,750+9.8% | $149,696-27.6% | $79,858+35.7% |
| Participation rate | 26.7% | 75.8%-49.1pp | 82.5%-55.8pp | 69.6%-43.0pp |
| Annual return | 15.18% | 27.43%-12.3pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,428 | $3,216-24.5% | $4,644-47.7% | $2,471-1.7% |
| Participant deferral / active EE | $625 | $5,680-89.0% | $6,842-90.9% | $3,740-83.3% |
| Admin fee / account holder | $1,287 | $6,053-78.7% | $9,309-86.2% | $5,306-75.8% |