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 | $88,736 | $89,355-0.7% | $141,162-37.1% | $72,985+21.6% |
| Participation rate | 42.5% | 75.1%-32.6pp | 82.5%-40.0pp | 69.5%-27.0pp |
| Annual return | 22.83% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,576 | $3,114-49.4% | $4,735-66.7% | $2,440-35.4% |
| Participant deferral / active EE | $1,389 | $5,418-74.4% | $6,709-79.3% | $3,607-61.5% |
| Admin fee / account holder | $737 | $5,958-87.6% | $10,261-92.8% | $5,124-85.6% |