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 | $130,525 | $98,750+32.2% | $149,696-12.8% | $79,858+63.4% |
| Participation rate | 27.3% | 75.8%-48.5pp | 82.5%-55.2pp | 69.6%-42.4pp |
| Annual return | 13.62% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,124 | $3,216-65.1% | $4,644-75.8% | $2,471-54.5% |
| Participant deferral / active EE | $2,309 | $5,680-59.3% | $6,842-66.2% | $3,740-38.3% |
| Admin fee / account holder | $6,423 | $6,053+6.1% | $9,309-31.0% | $5,306+21.0% |