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 | $72,426 | $90,674-20.1% | $96,707-25.1% | $82,448-12.2% |
| Participation rate | 45.3% | 75.9%-30.6pp | 80.4%-35.0pp | 68.1%-22.8pp |
| Annual return | 15.68% | 49.05%-33.4pp | 34.78%-19.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,212 | $3,975-69.5% | $4,191-71.1% | $2,551-52.5% |
| Participant deferral / active EE | $1,717 | $5,696-69.9% | $5,997-71.4% | $4,139-58.5% |
| Admin fee / account holder | $11,822 | $7,568+56.2% | $7,503+57.6% | $7,234+63.4% |