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 | $59,491 | $81,208-26.7% | $98,907-39.9% | $79,858-25.5% |
| Participation rate | 36.0% | 72.5%-36.5pp | 76.0%-40.0pp | 69.6%-33.6pp |
| Annual return | 12.42% | 60.99%-48.6pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $938 | $1,960-52.2% | $2,689-65.1% | $2,471-62.1% |
| Participant deferral / active EE | $1,085 | $3,265-66.8% | $4,244-74.4% | $3,740-71.0% |
| Admin fee / account holder | $3,500 | $6,013-41.8% | $6,642-47.3% | $5,306-34.0% |