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 | $55,179 | $142,405-61.3% | $115,157-52.1% | $152,861-63.9% |
| Participation rate | 29.2% | 82.4%-53.2pp | 75.9%-46.7pp | 82.4%-53.3pp |
| Annual return | 15.50% | 41.48%-26.0pp | 35.60%-20.1pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,176 | $4,010-70.7% | $3,179-63.0% | $4,762-75.3% |
| Participant deferral / active EE | $1,176 | $5,164-77.2% | $4,168-71.8% | $5,850-79.9% |
| Admin fee / account holder | $10,146 | $8,462+19.9% | $7,088+43.1% | $11,596-12.5% |