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 | $95,467 | $109,881-13.1% | $150,045-36.4% | $84,808+12.6% |
| Participation rate | 40.4% | 76.1%-35.7pp | 82.3%-42.0pp | 68.3%-28.0pp |
| Annual return | 14.95% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,059 | $3,561-70.3% | $4,693-77.4% | $2,631-59.7% |
| Participant deferral / active EE | $1,888 | $6,636-71.5% | $7,997-76.4% | $4,212-55.2% |
| Admin fee / account holder | $5,647 | $8,568-34.1% | $13,435-58.0% | $7,344-23.1% |