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 | $53,855 | $94,625-43.1% | $116,228-53.7% | $84,808-36.5% |
| Participation rate | 34.2% | 70.4%-36.2pp | 74.6%-40.3pp | 68.3%-34.1pp |
| Annual return | 13.15% | 20.40%-7.3pp | 90.06%-76.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,335 | $2,347-43.1% | $2,994-55.4% | $2,631-49.3% |
| Participant deferral / active EE | $1,341 | $3,972-66.2% | $4,953-72.9% | $4,212-68.2% |
| Admin fee / account holder | $19,071 | $10,091+89.0% | $11,989+59.1% | $7,344+159.7% |