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 | $76,354 | $88,634-13.9% | $101,326-24.6% | $74,304+2.8% |
| Participation rate | 46.2% | 76.9%-30.6pp | 81.5%-35.3pp | 60.3%-14.1pp |
| Annual return | 16.52% | 33.10%-16.6pp | 36.82%-20.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $763 | $2,930-74.0% | $3,665-79.2% | $2,241-66.0% |
| Participant deferral / active EE | $1,317 | $7,322-82.0% | $7,994-83.5% | $3,767-65.0% |
| Admin fee / account holder | $1,264 | $2,425-47.9% | $11,185-88.7% | $2,969-57.4% |