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 | $121,844 | $71,057+71.5% | $93,654+30.1% | $80,874+50.7% |
| Participation rate | 32.3% | 60.4%-28.1pp | 68.7%-36.5pp | 67.6%-35.4pp |
| Annual return | 13.48% | 11.26%+2.2pp | 133.34%-119.9pp | 35.62%-22.1pp |
| Employer contribution / active EE | $474 | $1,564-69.7% | $2,421-80.4% | $2,756-82.8% |
| Participant deferral / active EE | $966 | $4,034-76.0% | $4,413-78.1% | $4,297-77.5% |
| Admin fee / account holder | $5,796 | $6,944-16.5% | $8,282-30.0% | $6,935-16.4% |