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 | $70,019 | $197,591-64.6% | $177,821-60.6% | $158,922-55.9% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.7%-33.2pp | 82.0%-27.4pp |
| Annual return | 10.76% | 58.76%-48.0pp | 48.32%-37.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,632 | $6,697-75.6% | $5,918-72.4% | $4,761-65.7% |
| Participant deferral / active EE | $2,450 | $8,405-70.9% | $7,714-68.2% | $5,982-59.0% |
| Admin fee / account holder | $24,830 | $15,399+61.2% | $12,427+99.8% | $11,246+120.8% |