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 | $61,608 | $109,359-43.7% | $162,163-62.0% | $72,985-15.6% |
| Participation rate | 60.0% | 84.3%-24.3pp | 87.6%-27.6pp | 69.5%-9.5pp |
| Annual return | 19.97% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,423 | $3,907-63.6% | $5,614-74.7% | $2,440-41.7% |
| Participant deferral / active EE | $2,460 | $5,481-55.1% | $7,298-66.3% | $3,607-31.8% |
| Admin fee / account holder | $9,333 | $7,972+17.1% | $10,843-13.9% | $5,124+82.1% |