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 | $148,669 | $210,408-29.3% | $153,485-3.1% | $145,922+1.9% |
| Participation rate | 58.3% | 82.1%-23.8pp | 77.1%-18.7pp | 80.3%-21.9pp |
| Annual return | 11.04% | 13.37%-2.3pp | 15.65%-4.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,409 | $6,048-76.7% | $5,039-72.0% | $4,660-69.8% |
| Participant deferral / active EE | $1,911 | $7,975-76.0% | $6,757-71.7% | $6,688-71.4% |
| Admin fee / account holder | $3,866 | $19,419-80.1% | $12,724-69.6% | $13,397-71.1% |