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 | $73,708 | $115,882-36.4% | $100,516-26.7% | $158,922-53.6% |
| Participation rate | 56.5% | 81.6%-25.0pp | 79.4%-22.9pp | 82.0%-25.4pp |
| Annual return | 13.56% | 34.79%-21.2pp | 30.89%-17.3pp | 302.83%-289.3pp |
| Employer contribution / active EE | $528 | $4,103-87.1% | $3,418-84.6% | $4,761-88.9% |
| Participant deferral / active EE | $1,108 | $6,674-83.4% | $6,270-82.3% | $5,982-81.5% |
| Admin fee / account holder | $1,351 | $10,995-87.7% | $8,081-83.3% | $11,246-88.0% |