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 | $77,466 | $76,552+1.2% | $123,892-37.5% | $62,891+23.2% |
| Participation rate | 17.6% | 73.0%-55.3pp | 81.4%-63.8pp | 69.3%-51.7pp |
| Annual return | 9.47% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,054 | $2,883-63.4% | $4,617-77.2% | $2,281-53.8% |
| Participant deferral / active EE | $1,721 | $4,840-64.4% | $5,984-71.2% | $3,203-46.3% |
| Admin fee / account holder | $1,911 | $4,826-60.4% | $8,357-77.1% | $4,296-55.5% |