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 | $66,746 | $95,803-30.3% | $113,168-41.0% | $84,808-21.3% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 13.15% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,061 | $2,360-55.0% | $2,975-64.3% | $2,631-59.7% |
| Participant deferral / active EE | $1,701 | $4,242-59.9% | $5,107-66.7% | $4,212-59.6% |
| Admin fee / account holder | $12,904 | $8,989+43.6% | $12,068+6.9% | $7,344+75.7% |