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 | $61,942 | $67,606-8.4% | $82,313-24.7% | $70,131-11.7% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.9%-19.3pp | 69.5%-12.0pp |
| Annual return | 13.31% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $4,903 | $1,755+179.4% | $2,428+101.9% | $2,342+109.3% |
| Participant deferral / active EE | $1,075 | $2,987-64.0% | $3,706-71.0% | $3,332-67.7% |
| Admin fee / account holder | $126,128 | $4,512+2695.4% | $5,608+2149.1% | $4,645+2615.2% |