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 | $88,772 | $55,932+58.7% | $76,735+15.7% | $67,986+30.6% |
| Participation rate | 29.1% | 50.8%-21.7pp | 69.5%-40.4pp | 57.2%-28.1pp |
| Annual return | 13.57% | 23.10%-9.5pp | 29.77%-16.2pp | 31.67%-18.1pp |
| Employer contribution / active EE | $2,471 | $1,487+66.2% | $2,454+0.7% | $2,019+22.4% |
| Participant deferral / active EE | $18 | $2,558-99.3% | $4,088-99.6% | $3,358-99.5% |
| Admin fee / account holder | $7,520 | $4,907+53.2% | $7,189+4.6% | $3,203+134.8% |