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 | $116,764 | $65,561+78.1% | $86,188+35.5% | $75,163+55.3% |
| Participation rate | 34.6% | 60.5%-25.9pp | 69.0%-34.3pp | 67.2%-32.6pp |
| Annual return | 19.54% | 46.05%-26.5pp | 1168.45%-1148.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $735 | $1,553-52.6% | $2,380-69.1% | $2,670-72.5% |
| Participant deferral / active EE | $1,060 | $3,024-64.9% | $3,985-73.4% | $4,125-74.3% |
| Admin fee / account holder | $2,900 | $5,474-47.0% | $6,852-57.7% | $5,651-48.7% |