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 | $68,307 | $86,929-21.4% | $102,423-33.3% | $80,856-15.5% |
| Participation rate | 64.4% | 72.4%-7.9pp | 76.5%-12.0pp | 67.6%-3.2pp |
| Annual return | 15.62% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,311 | $2,369-2.5% | $3,023-23.6% | $2,755-16.1% |
| Participant deferral / active EE | $312 | $4,118-92.4% | $5,053-93.8% | $4,296-92.7% |
| Admin fee / account holder | $6,530 | $8,049-18.9% | $9,451-30.9% | $6,918-5.6% |