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 | $51,414 | $99,985-48.6% | $146,665-64.9% | $85,850-40.1% |
| Participation rate | 61.3% | 73.1%-11.8pp | 80.1%-18.8pp | 69.3%-8.1pp |
| Annual return | 12.23% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,289 | $2,559-49.6% | $4,136-68.8% | $2,565-49.8% |
| Participant deferral / active EE | $1,578 | $4,006-60.6% | $5,506-71.3% | $3,952-60.1% |
| Admin fee / account holder | $472 | $7,702-93.9% | $10,280-95.4% | $6,260-92.5% |