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 | $59,383 | $93,571-36.5% | $135,903-56.3% | $75,163-21.0% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.3pp |
| Annual return | 16.57% | 30.90%-14.3pp | 68.23%-51.7pp | 160.62%-144.0pp |
| Employer contribution / active EE | $867 | $3,537-75.5% | $4,856-82.2% | $2,670-67.5% |
| Participant deferral / active EE | $1,897 | $6,404-70.4% | $7,758-75.5% | $4,125-54.0% |
| Admin fee / account holder | $8,012 | $6,975+14.9% | $10,762-25.6% | $5,651+41.8% |