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 | $58,351 | $77,419-24.6% | $69,455-16.0% | $152,861-61.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 13.67% | 39.06%-25.4pp | 28.97%-15.3pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,762 | $3,315-46.8% | $2,779-36.6% | $4,762-63.0% |
| Participant deferral / active EE | $56 | $4,414-98.7% | $3,535-98.4% | $5,850-99.0% |
| Admin fee / account holder | $1,416 | $6,207-77.2% | $3,839-63.1% | $11,596-87.8% |