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 | $31,137 | $70,475-55.8% | $100,516-69.0% | $79,858-61.0% |
| Participation rate | 66.7% | 73.7%-7.0pp | 79.4%-12.7pp | 69.6%-3.0pp |
| Annual return | 13.30% | 21.90%-8.6pp | 30.89%-17.6pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,042 | $2,165-51.9% | $3,418-69.5% | $2,471-57.8% |
| Participant deferral / active EE | $1,307 | $5,181-74.8% | $6,270-79.2% | $3,740-65.1% |
| Admin fee / account holder | $2,499 | $4,478-44.2% | $8,081-69.1% | $5,306-52.9% |