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 | $78,687 | $180,028-56.3% | $138,135-43.0% | $158,922-50.5% |
| Participation rate | 45.5% | 82.2%-36.8pp | 78.7%-33.2pp | 82.0%-36.5pp |
| Annual return | 5.84% | 21.68%-15.8pp | 20.51%-14.7pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,479 | $7,470-80.2% | $5,587-73.5% | $4,761-68.9% |
| Participant deferral / active EE | $1,978 | $7,717-74.4% | $6,431-69.2% | $5,982-66.9% |
| Admin fee / account holder | $34,421 | $17,912+92.2% | $11,856+190.3% | $11,246+206.1% |