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 | $62,114 | $167,484-62.9% | $151,611-59.0% | $134,475-53.8% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.1pp | 81.2%-36.8pp |
| Annual return | 7.03% | 7.80%-0.8pp | 3.33%+3.7pp | 417.96%-410.9pp |
| Employer contribution / active EE | $2,378 | $6,829-65.2% | $6,166-61.4% | $4,740-49.8% |
| Participant deferral / active EE | $983 | $8,986-89.1% | $8,363-88.3% | $6,400-84.6% |
| Admin fee / account holder | $404 | $13,783-97.1% | $11,616-96.5% | $11,426-96.5% |