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 | $134,133 | $76,050+76.4% | $96,544+38.9% | $71,457+87.7% |
| Participation rate | 29.7% | 74.4%-44.7pp | 76.0%-46.3pp | 67.9%-38.3pp |
| Annual return | 21.22% | 22.81%-1.6pp | 25.84%-4.6pp | 28.85%-7.6pp |
| Employer contribution / active EE | $800 | $2,244-64.3% | $2,965-73.0% | $2,588-69.1% |
| Participant deferral / active EE | $2,029 | $4,215-51.9% | $4,851-58.2% | $4,289-52.7% |
| Admin fee / account holder | $16,531 | $2,707+510.6% | $8,252+100.3% | $1,587+941.4% |