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 | $80,813 | $148,978-45.8% | $200,582-59.7% | $84,808-4.7% |
| Participation rate | 57.1% | 84.2%-27.1pp | 86.9%-29.7pp | 68.3%-11.2pp |
| Annual return | 17.63% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,094 | $4,815-56.5% | $6,419-67.4% | $2,631-20.4% |
| Participant deferral / active EE | $1,416 | $7,142-80.2% | $9,331-84.8% | $4,212-66.4% |
| Admin fee / account holder | $4,502 | $13,977-67.8% | $16,305-72.4% | $7,344-38.7% |