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 | $80,220 | $127,100-36.9% | $105,738-24.1% | $135,375-40.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | 10.75% | 4.49%+6.3pp | 6.27%+4.5pp | 519.73%-509.0pp |
| Employer contribution / active EE | $1,852 | $4,107-54.9% | $3,268-43.3% | $4,779-61.3% |
| Participant deferral / active EE | $972 | $5,064-80.8% | $4,080-76.2% | $5,609-82.7% |
| Admin fee / account holder | $2,771 | $9,087-69.5% | $6,913-59.9% | $10,827-74.4% |