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 | $71,927 | $197,591-63.6% | $177,821-59.6% | $158,922-54.7% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.7%-32.7pp | 82.0%-27.0pp |
| Annual return | 10.21% | 58.76%-48.5pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,044 | $6,697-69.5% | $5,918-65.5% | $4,761-57.1% |
| Participant deferral / active EE | $2,738 | $8,405-67.4% | $7,714-64.5% | $5,982-54.2% |
| Admin fee / account holder | $12,016 | $15,399-22.0% | $12,427-3.3% | $11,246+6.8% |