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 | $111,368 | $98,750+12.8% | $149,696-25.6% | $79,858+39.5% |
| Participation rate | 43.3% | 75.8%-32.4pp | 82.5%-39.1pp | 69.6%-26.3pp |
| Annual return | 15.27% | 27.43%-12.2pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,325 | $3,216-58.8% | $4,644-71.5% | $2,471-46.4% |
| Participant deferral / active EE | $2,031 | $5,680-64.2% | $6,842-70.3% | $3,740-45.7% |
| Admin fee / account holder | $7,702 | $6,053+27.2% | $9,309-17.3% | $5,306+45.1% |