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 | $66,912 | $58,627+14.1% | $76,735-12.8% | $82,448-18.8% |
| Participation rate | 28.2% | 63.2%-35.0pp | 69.5%-41.3pp | 68.1%-39.9pp |
| Annual return | 19.99% | 39.10%-19.1pp | 29.77%-9.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,034 | $1,729-40.2% | $2,454-57.9% | $2,551-59.5% |
| Participant deferral / active EE | $1,044 | $3,134-66.7% | $4,088-74.5% | $4,139-74.8% |
| Admin fee / account holder | $826 | $5,323-84.5% | $7,189-88.5% | $7,234-88.6% |