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 | $33,006 | $214,378-84.6% | $200,582-83.5% | $142,382-76.8% |
| Participation rate | 69.2% | 87.4%-18.2pp | 86.9%-17.7pp | 80.1%-10.9pp |
| Annual return | 14.96% | 46.41%-31.4pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,506 | $6,841-78.0% | $6,419-76.5% | $4,299-65.0% |
| Participant deferral / active EE | $1,506 | $9,865-84.7% | $9,331-83.9% | $6,507-76.9% |
| Admin fee / account holder | $1,961 | $17,692-88.9% | $16,305-88.0% | $12,624-84.5% |