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 | $36,203 | $79,944-54.7% | $98,439-63.2% | $75,163-51.8% |
| Participation rate | 58.8% | 70.4%-11.5pp | 75.2%-16.3pp | 67.2%-8.4pp |
| Annual return | 13.86% | 19.75%-5.9pp | 21.16%-7.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,194 | $2,264-47.3% | $3,048-60.8% | $2,670-55.3% |
| Participant deferral / active EE | $1,437 | $3,752-61.7% | $4,738-69.7% | $4,125-65.2% |
| Admin fee / account holder | $11,334 | $6,840+65.7% | $8,948+26.7% | $5,651+100.6% |