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 | $33,484 | $165,335-79.7% | $149,696-77.6% | $158,922-78.9% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 11.61% | 348.15%-336.5pp | 276.60%-265.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,069 | $5,103-79.1% | $4,644-77.0% | $4,761-77.6% |
| Participant deferral / active EE | $1,386 | $7,181-80.7% | $6,842-79.7% | $5,982-76.8% |
| Admin fee / account holder | $949 | $10,807-91.2% | $9,309-89.8% | $11,246-91.6% |