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 | $115,768 | $89,355+29.6% | $141,162-18.0% | $72,985+58.6% |
| Participation rate | 67.8% | 75.1%-7.3pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 19.86% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $5,007 | $3,114+60.8% | $4,735+5.8% | $2,440+105.2% |
| Participant deferral / active EE | $894 | $5,418-83.5% | $6,709-86.7% | $3,607-75.2% |
| Admin fee / account holder | $8,414 | $5,958+41.2% | $10,261-18.0% | $5,124+64.2% |