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 | $61,498 | $77,503-20.7% | $100,391-38.7% | $80,856-23.9% |
| Participation rate | 64.5% | 76.9%-12.4pp | 81.5%-17.0pp | 67.6%-3.1pp |
| Annual return | 13.04% | 37.20%-24.2pp | 49.20%-36.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $784 | $2,801-72.0% | $3,942-80.1% | $2,755-71.5% |
| Participant deferral / active EE | $2,209 | $6,820-67.6% | $8,082-72.7% | $4,296-48.6% |
| Admin fee / account holder | $27,205 | $5,897+361.3% | $7,899+244.4% | $6,918+293.3% |