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 | $31,157 | $118,680-73.7% | $98,907-68.5% | $158,922-80.4% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 10.35% | 372.35%-362.0pp | 196.43%-186.1pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,086 | $3,333-67.4% | $2,689-59.6% | $4,761-77.2% |
| Participant deferral / active EE | $1,105 | $5,088-78.3% | $4,244-74.0% | $5,982-81.5% |
| Admin fee / account holder | $32,443 | $10,131+220.2% | $6,642+388.5% | $11,246+188.5% |