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 | $184,338 | $109,413+68.5% | $156,263+18.0% | $84,808+117.4% |
| Participation rate | 32.8% | 72.7%-39.9pp | 78.9%-46.1pp | 68.3%-35.5pp |
| Annual return | 21.45% | 20.18%+1.3pp | 59.47%-38.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $850 | $2,907-70.8% | $4,333-80.4% | $2,631-67.7% |
| Participant deferral / active EE | $1,369 | $4,590-70.2% | $6,158-77.8% | $4,212-67.5% |
| Admin fee / account holder | $1,454 | $9,357-84.5% | $14,255-89.8% | $7,344-80.2% |