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 | $44,370 | $103,376-57.1% | $87,100-49.1% | $152,861-71.0% |
| Participation rate | 45.8% | 79.3%-33.5pp | 76.9%-31.0pp | 82.4%-36.6pp |
| Annual return | 24.60% | 28.10%-3.5pp | 28.19%-3.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,518 | $3,220-52.9% | $2,521-39.8% | $4,762-68.1% |
| Participant deferral / active EE | $1,042 | $4,778-78.2% | $4,049-74.3% | $5,850-82.2% |
| Admin fee / account holder | $1,717 | $12,205-85.9% | $7,497-77.1% | $11,596-85.2% |