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 | $79,408 | $96,484-17.7% | $156,263-49.2% | $74,304+6.9% |
| Participation rate | 49.2% | 67.7%-18.4pp | 78.9%-29.7pp | 60.3%-11.1pp |
| Annual return | 17.74% | 17.73%0pp | 59.47%-41.7pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,101 | $2,528-56.4% | $4,333-74.6% | $2,241-50.9% |
| Participant deferral / active EE | $1,698 | $4,286-60.4% | $6,158-72.4% | $3,767-54.9% |
| Admin fee / account holder | $11,255 | $3,728+201.9% | $14,255-21.0% | $2,969+279.1% |