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 | $60,892+9.9% | $82,389-18.8% | $84,808-21.1% |
| Participation rate | 28.2% | 63.3%-35.1pp | 69.5%-41.3pp | 68.3%-40.1pp |
| Annual return | 19.99% | 37.29%-17.3pp | 28.67%-8.7pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,034 | $1,779-41.9% | $2,517-58.9% | $2,631-60.7% |
| Participant deferral / active EE | $1,044 | $3,179-67.2% | $4,155-74.9% | $4,212-75.2% |
| Admin fee / account holder | $826 | $5,467-84.9% | $7,231-88.6% | $7,344-88.8% |