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 | $56,732 | $115,882-51.0% | $100,516-43.6% | $158,922-64.3% |
| Participation rate | 61.5% | 81.6%-20.0pp | 79.4%-17.9pp | 82.0%-20.4pp |
| Annual return | 9.06% | 34.79%-25.7pp | 30.89%-21.8pp | 302.83%-293.8pp |
| Employer contribution / active EE | $638 | $4,103-84.5% | $3,418-81.3% | $4,761-86.6% |
| Participant deferral / active EE | $997 | $6,674-85.1% | $6,270-84.1% | $5,982-83.3% |
| Admin fee / account holder | $9,342 | $10,995-15.0% | $8,081+15.6% | $11,246-16.9% |