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 | $78,520+9.4% | $96,576-11.1% | $82,448+4.1% |
| Participation rate | 60.7% | 77.7%-17.0pp | 81.4%-20.7pp | 68.1%-7.4pp |
| Annual return | 17.04% | 41.30%-24.3pp | 38.47%-21.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,294 | $2,630-50.8% | $3,553-63.6% | $2,551-49.3% |
| Participant deferral / active EE | $2,066 | $6,754-69.4% | $7,956-74.0% | $4,139-50.1% |
| Admin fee / account holder | $2,410 | $13,455-82.1% | $11,381-78.8% | $7,234-66.7% |