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 5-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 | $185,180 | $117,983+57.0% | $101,794+81.9% | $142,382+30.1% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 11.20% | 36.92%-25.7pp | 30.53%-19.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $609 | $2,773-78.0% | $2,289-73.4% | $4,299-85.8% |
| Participant deferral / active EE | $753 | $4,714-84.0% | $4,084-81.6% | $6,507-88.4% |
| Admin fee / account holder | $21,121 | $10,433+102.4% | $8,777+140.6% | $12,624+67.3% |