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 | $95,678 | $85,766+11.6% | $136,294-29.8% | $70,131+36.4% |
| Participation rate | 39.2% | 74.2%-34.9pp | 81.9%-42.7pp | 69.5%-30.3pp |
| Annual return | 17.43% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $981 | $2,966-66.9% | $4,695-79.1% | $2,342-58.1% |
| Participant deferral / active EE | $1,777 | $5,051-64.8% | $6,247-71.5% | $3,332-46.6% |
| Admin fee / account holder | $994 | $5,420-81.7% | $9,243-89.2% | $4,645-78.6% |