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 | $76,950 | $83,477-7.8% | $125,175-38.5% | $72,985+5.4% |
| Participation rate | 45.0% | 73.3%-28.3pp | 79.8%-34.8pp | 69.5%-24.5pp |
| Annual return | 20.58% | 25.78%-5.2pp | 43.79%-23.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $920 | $2,345-60.8% | $3,865-76.2% | $2,440-62.3% |
| Participant deferral / active EE | $1,203 | $3,585-66.5% | $4,937-75.6% | $3,607-66.7% |
| Admin fee / account holder | $6,361 | $5,517+15.3% | $9,702-34.4% | $5,124+24.1% |