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 | $77,578 | $201,272-61.5% | $184,203-57.9% | $145,922-46.8% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.0pp |
| Annual return | 11.16% | 29.00%-17.8pp | 28.81%-17.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,592 | $7,022-77.3% | $6,427-75.2% | $4,660-65.8% |
| Participant deferral / active EE | $2,130 | $9,806-78.3% | $9,131-76.7% | $6,688-68.1% |
| Admin fee / account holder | $4,671 | $16,364-71.5% | $13,901-66.4% | $13,397-65.1% |