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 | $63,129 | $78,705-19.8% | $117,854-46.4% | $70,131-10.0% |
| Participation rate | 60.7% | 73.2%-12.5pp | 79.7%-18.9pp | 69.5%-8.8pp |
| Annual return | 18.38% | 23.30%-4.9pp | 335.08%-316.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,038 | $2,223-53.3% | $3,786-72.6% | $2,342-55.7% |
| Participant deferral / active EE | $1,038 | $3,297-68.5% | $4,482-76.9% | $3,332-68.9% |
| Admin fee / account holder | $1,572 | $5,065-69.0% | $8,020-80.4% | $4,645-66.2% |