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 | $81,165 | $105,181-22.8% | $159,436-49.1% | $85,850-5.5% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 13.63% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,099 | $3,318-66.9% | $4,829-77.2% | $2,565-57.2% |
| Participant deferral / active EE | $1,967 | $5,945-66.9% | $7,352-73.3% | $3,952-50.2% |
| Admin fee / account holder | $16,837 | $6,933+142.8% | $10,799+55.9% | $6,260+169.0% |