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 | $93,170-22.3% | $100,534-28.0% | $84,808-14.6% |
| Participation rate | 45.3% | 75.8%-30.5pp | 80.6%-35.3pp | 68.3%-23.0pp |
| Annual return | 15.68% | 47.13%-31.4pp | 32.66%-17.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,212 | $3,985-69.6% | $4,346-72.1% | $2,631-53.9% |
| Participant deferral / active EE | $1,717 | $5,699-69.9% | $6,144-72.1% | $4,212-59.2% |
| Admin fee / account holder | $11,822 | $7,382+60.1% | $7,654+54.5% | $7,344+61.0% |