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 | $113,857 | $78,926+44.3% | $136,749-16.7% | $84,808+34.3% |
| Participation rate | 19.8% | 62.2%-42.4pp | 72.1%-52.4pp | 68.3%-48.6pp |
| Annual return | 15.25% | 18.17%-2.9pp | 24.33%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $585 | $2,134-72.6% | $3,400-82.8% | $2,631-77.8% |
| Participant deferral / active EE | $720 | $3,168-77.3% | $4,692-84.6% | $4,212-82.9% |
| Admin fee / account holder | $2,288 | $6,369-64.1% | $11,386-79.9% | $7,344-68.8% |