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 | $32,881 | $98,750-66.7% | $149,696-78.0% | $79,858-58.8% |
| Participation rate | 66.1% | 75.8%-9.7pp | 82.5%-16.4pp | 69.6%-3.5pp |
| Annual return | 25.42% | 27.43%-2.0pp | 276.60%-251.2pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,584 | $3,216-50.8% | $4,644-65.9% | $2,471-35.9% |
| Participant deferral / active EE | $2,205 | $5,680-61.2% | $6,842-67.8% | $3,740-41.0% |
| Admin fee / account holder | $5,254 | $6,053-13.2% | $9,309-43.6% | $5,306-1.0% |