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 | $60,407 | $87,013-30.6% | $106,213-43.1% | $80,856-25.3% |
| Participation rate | 38.9% | 70.4%-31.5pp | 75.3%-36.4pp | 67.6%-28.7pp |
| Annual return | 11.17% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,119 | $2,395-53.3% | $3,171-64.7% | $2,755-59.4% |
| Participant deferral / active EE | $1,270 | $3,986-68.1% | $5,016-74.7% | $4,296-70.4% |
| Admin fee / account holder | $755 | $8,431-91.0% | $11,033-93.2% | $6,918-89.1% |