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 | $67,815 | $72,277-6.2% | $101,248-33.0% | $79,858-15.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 18.87% | 22.30%-3.4pp | 46.47%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $714 | $2,692-73.5% | $3,660-80.5% | $2,471-71.1% |
| Participant deferral / active EE | $773 | $3,282-76.4% | $4,370-82.3% | $3,740-79.3% |
| Admin fee / account holder | $994 | $4,400-77.4% | $5,945-83.3% | $5,306-81.3% |