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 | $89,753-35.7% | $107,525-46.4% | $84,808-32.0% |
| Participation rate | 23.6% | 68.1%-44.4pp | 75.1%-51.4pp | 68.3%-44.7pp |
| Annual return | 13.89% | 29.48%-15.6pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,040 | $3,113-66.6% | $3,754-72.3% | $2,631-60.5% |
| Participant deferral / active EE | $1,083 | $4,056-73.3% | $5,116-78.8% | $4,212-74.3% |
| Admin fee / account holder | $1,018 | $7,222-85.9% | $8,919-88.6% | $7,344-86.1% |