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 | $71,365 | $86,929-17.9% | $102,423-30.3% | $80,856-11.7% |
| Participation rate | 48.8% | 72.4%-23.5pp | 76.5%-27.7pp | 67.6%-18.8pp |
| Annual return | 13.43% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,036 | $2,369-56.3% | $3,023-65.7% | $2,755-62.4% |
| Participant deferral / active EE | $1,675 | $4,118-59.3% | $5,053-66.8% | $4,296-61.0% |
| Admin fee / account holder | $7,618 | $8,049-5.4% | $9,451-19.4% | $6,918+10.1% |