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 | $57,678 | $88,672-35.0% | $105,223-45.2% | $82,448-30.0% |
| Participation rate | 23.6% | 67.9%-44.3pp | 75.0%-51.4pp | 68.1%-44.4pp |
| Annual return | 13.89% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,040 | $3,048-65.9% | $3,689-71.8% | $2,551-59.2% |
| Participant deferral / active EE | $1,083 | $4,036-73.2% | $5,072-78.7% | $4,139-73.8% |
| Admin fee / account holder | $1,018 | $7,146-85.8% | $8,859-88.5% | $7,234-85.9% |