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 | $60,101 | $172,111-65.1% | $150,298-60.0% | $137,256-56.2% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 14.28% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,721 | $4,636-62.9% | $4,154-58.6% | $4,156-58.6% |
| Participant deferral / active EE | $860 | $6,166-86.0% | $5,453-84.2% | $6,407-86.6% |
| Admin fee / account holder | $4,621 | $16,471-71.9% | $14,116-67.3% | $12,270-62.3% |