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 | $122,566 | $56,053+118.7% | $75,972+61.3% | $80,856+51.6% |
| Participation rate | 8.1% | 62.0%-53.9pp | 69.1%-60.9pp | 67.6%-59.5pp |
| Annual return | 10.60% | 20.53%-9.9pp | 359.55%-349.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $683 | $3,052-77.6% | $4,255-83.9% | $4,296-84.1% |
| Admin fee / account holder | $2,077 | $5,234-60.3% | $6,467-67.9% | $6,918-70.0% |