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 | $243,499 | $109,881+121.6% | $150,045+62.3% | $84,808+187.1% |
| Participation rate | 51.7% | 76.1%-24.4pp | 82.3%-30.6pp | 68.3%-16.6pp |
| Annual return | 16.95% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,615 | $3,561-54.7% | $4,693-65.6% | $2,631-38.6% |
| Participant deferral / active EE | $2,425 | $6,636-63.5% | $7,997-69.7% | $4,212-42.4% |
| Admin fee / account holder | $4,923 | $8,568-42.5% | $13,435-63.4% | $7,344-33.0% |