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 | $76,652 | $79,449-3.5% | $189,557-59.6% | $85,850-10.7% |
| Participation rate | 40.4% | 66.0%-25.6pp | 78.4%-38.1pp | 69.3%-29.0pp |
| Annual return | 11.79% | 18.45%-6.7pp | 64.17%-52.4pp | 318.53%-306.7pp |
| Employer contribution / active EE | $440 | $2,081-78.8% | $4,412-90.0% | $2,565-82.8% |
| Participant deferral / active EE | $1,323 | $4,051-67.3% | $6,174-78.6% | $3,952-66.5% |
| Admin fee / account holder | $748 | $5,377-86.1% | $9,807-92.4% | $6,260-88.0% |