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 | $146,267-44.7% | $197,124-59.0% | $82,448-2.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 86.7%-29.6pp | 68.1%-10.9pp |
| Annual return | 17.63% | 29.61%-12.0pp | 44.34%-26.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,094 | $4,723-55.7% | $6,227-66.4% | $2,551-17.9% |
| Participant deferral / active EE | $1,416 | $7,035-79.9% | $9,135-84.5% | $4,139-65.8% |
| Admin fee / account holder | $4,502 | $14,422-68.8% | $16,298-72.4% | $7,234-37.8% |