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 | $68,177 | $115,770-41.1% | $101,248-32.7% | $158,922-57.1% |
| Participation rate | 52.9% | 79.4%-26.4pp | 75.8%-22.9pp | 82.0%-29.0pp |
| Annual return | 13.96% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,511 | $4,175-39.8% | $3,660-31.4% | $4,761-47.3% |
| Participant deferral / active EE | $1,167 | $4,957-76.5% | $4,370-73.3% | $5,982-80.5% |
| Admin fee / account holder | $8,762 | $7,245+20.9% | $5,945+47.4% | $11,246-22.1% |