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 | $23,986 | $178,174-86.5% | $156,181-84.6% | $137,256-82.5% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.8%-10.1pp | 80.0%-11.2pp |
| Annual return | 11.38% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,947 | $4,972-60.8% | $4,294-54.6% | $4,156-53.1% |
| Participant deferral / active EE | $1,361 | $6,888-80.2% | $6,132-77.8% | $6,407-78.8% |
| Admin fee / account holder | $51,464 | $17,404+195.7% | $14,586+252.8% | $12,270+319.4% |