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 | $125,556 | $165,335-24.1% | $149,696-16.1% | $158,922-21.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 12.58% | 348.15%-335.6pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,794 | $5,103-64.8% | $4,644-61.4% | $4,761-62.3% |
| Participant deferral / active EE | $1,907 | $7,181-73.4% | $6,842-72.1% | $5,982-68.1% |
| Admin fee / account holder | $2,422 | $10,807-77.6% | $9,309-74.0% | $11,246-78.5% |