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 | $49,682 | $105,859-53.1% | $90,160-44.9% | $147,584-66.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 18.41% | 37.63%-19.2pp | 34.88%-16.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,310 | $4,126-68.2% | $3,318-60.5% | $4,876-73.1% |
| Participant deferral / active EE | $1,638 | $5,733-71.4% | $5,288-69.0% | $5,439-69.9% |
| Admin fee / account holder | $11,873 | $8,046+47.6% | $5,943+99.8% | $10,885+9.1% |