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 | $109,774 | $94,752+15.9% | $112,887-2.8% | $139,434-21.3% |
| Participation rate | 50.0% | 81.3%-31.3pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 19.10% | 40.88%-21.8pp | 34.10%-15.0pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,555 | $4,625-66.4% | $4,563-65.9% | $4,751-67.3% |
| Participant deferral / active EE | $1,686 | $6,512-74.1% | $6,513-74.1% | $6,710-74.9% |
| Admin fee / account holder | $862 | $8,527-89.9% | $7,047-87.8% | $11,403-92.4% |