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 | $117,529 | $86,929+35.2% | $102,423+14.7% | $80,856+45.4% |
| Participation rate | 31.0% | 72.4%-41.4pp | 76.5%-45.5pp | 67.6%-36.7pp |
| Annual return | 17.07% | 18.88%-1.8pp | 29.32%-12.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,723 | $4,118-58.2% | $5,053-65.9% | $4,296-59.9% |
| Admin fee / account holder | $1,576 | $8,049-80.4% | $9,451-83.3% | $6,918-77.2% |