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 | $76,671 | $157,256-51.2% | $141,162-45.7% | $152,861-49.8% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.4%-37.0pp |
| Annual return | 20.47% | 64.32%-43.9pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,357 | $5,261-74.2% | $4,735-71.3% | $4,762-71.5% |
| Participant deferral / active EE | $2,011 | $7,109-71.7% | $6,709-70.0% | $5,850-65.6% |
| Admin fee / account holder | $5,175 | $12,120-57.3% | $10,261-49.6% | $11,596-55.4% |