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 | $115,749 | $101,763+13.7% | $164,866-29.8% | $80,874+43.1% |
| Participation rate | 32.8% | 71.8%-39.0pp | 78.6%-45.8pp | 67.6%-34.8pp |
| Annual return | 16.20% | 16.73%-0.5pp | 69.97%-53.8pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,189 | $2,954-59.7% | $4,343-72.6% | $2,756-56.8% |
| Participant deferral / active EE | $1,824 | $4,477-59.3% | $6,033-69.8% | $4,297-57.6% |
| Admin fee / account holder | $4,218 | $8,228-48.7% | $12,689-66.8% | $6,935-39.2% |