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 | $140,891 | $79,449+77.3% | $189,557-25.7% | $85,850+64.1% |
| Participation rate | 23.5% | 66.0%-42.5pp | 78.4%-54.9pp | 69.3%-45.8pp |
| Annual return | 11.66% | 18.45%-6.8pp | 64.17%-52.5pp | 318.53%-306.9pp |
| Employer contribution / active EE | $772 | $2,081-62.9% | $4,412-82.5% | $2,565-69.9% |
| Participant deferral / active EE | $775 | $4,051-80.9% | $6,174-87.4% | $3,952-80.4% |
| Admin fee / account holder | $1,349 | $5,377-74.9% | $9,807-86.2% | $6,260-78.5% |