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 | $119,868 | $109,413+9.6% | $156,263-23.3% | $84,808+41.3% |
| Participation rate | 33.0% | 72.7%-39.7pp | 78.9%-45.9pp | 68.3%-35.3pp |
| Annual return | 16.88% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,281 | $2,907-55.9% | $4,333-70.4% | $2,631-51.3% |
| Participant deferral / active EE | $1,930 | $4,590-57.9% | $6,158-68.7% | $4,212-54.2% |
| Admin fee / account holder | $37,051 | $9,357+296.0% | $14,255+159.9% | $7,344+404.5% |