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 | $121,297 | $82,882+46.3% | $127,761-5.1% | $72,985+66.2% |
| Participation rate | 45.5% | 71.5%-26.1pp | 79.0%-33.5pp | 69.5%-24.0pp |
| Annual return | 18.81% | 32.20%-13.4pp | 26.14%-7.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $852 | $3,346-74.5% | $4,574-81.4% | $2,440-65.1% |
| Participant deferral / active EE | $1,417 | $4,791-70.4% | $6,021-76.5% | $3,607-60.7% |
| Admin fee / account holder | $2,659 | $6,487-59.0% | $9,395-71.7% | $5,124-48.1% |