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 | $73,353 | $125,758-41.7% | $169,993-56.8% | $75,163-2.4% |
| Participation rate | 60.6% | 83.6%-23.0pp | 87.0%-26.4pp | 67.2%-6.6pp |
| Annual return | 21.22% | 27.20%-6.0pp | 53.37%-32.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $3,245 | $4,615-29.7% | $6,785-52.2% | $2,670+21.6% |
| Participant deferral / active EE | $976 | $6,837-85.7% | $10,408-90.6% | $4,125-76.3% |
| Admin fee / account holder | $1,826 | $8,173-77.7% | $12,815-85.8% | $5,651-67.7% |