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 | $58,720 | $96,965-39.4% | $97,995-40.1% | $147,584-60.2% |
| Participation rate | 50.0% | 83.6%-33.6pp | 82.4%-32.4pp | 82.8%-32.8pp |
| Annual return | 13.59% | 24.11%-10.5pp | 23.94%-10.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,269 | $4,536-72.0% | $4,158-69.5% | $4,876-74.0% |
| Participant deferral / active EE | $1,411 | $5,081-72.2% | $5,097-72.3% | $5,439-74.1% |
| Admin fee / account holder | $8,952 | $8,120+10.2% | $5,943+50.6% | $10,885-17.8% |