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 | $85,862 | $80,673+6.4% | $101,326-15.3% | $84,808+1.2% |
| Participation rate | 60.7% | 77.8%-17.1pp | 81.5%-20.8pp | 68.3%-7.6pp |
| Annual return | 17.04% | 38.95%-21.9pp | 36.82%-19.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,294 | $2,698-52.0% | $3,665-64.7% | $2,631-50.8% |
| Participant deferral / active EE | $2,066 | $6,840-69.8% | $7,994-74.2% | $4,212-51.0% |
| Admin fee / account holder | $2,410 | $12,784-81.1% | $11,185-78.5% | $7,344-67.2% |