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 | $109,962 | $80,968+35.8% | $96,544+13.9% | $75,163+46.3% |
| Participation rate | 52.9% | 71.8%-18.8pp | 76.0%-23.0pp | 67.2%-14.3pp |
| Annual return | 16.05% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,303 | $2,282-42.9% | $2,965-56.0% | $2,670-51.2% |
| Participant deferral / active EE | $1,591 | $3,928-59.5% | $4,851-67.2% | $4,125-61.4% |
| Admin fee / account holder | $16,704 | $6,724+148.4% | $8,252+102.4% | $5,651+195.6% |