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 4-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 | $95,399 | $166,020-42.5% | $164,866-42.1% | $145,959-34.6% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.6%-35.7pp | 80.3%-37.4pp |
| Annual return | 10.65% | 100.08%-89.4pp | 69.97%-59.3pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,048 | $5,275-61.2% | $4,343-52.8% | $4,661-56.1% |
| Participant deferral / active EE | $1,484 | $6,961-78.7% | $6,033-75.4% | $6,689-77.8% |
| Admin fee / account holder | $3,131 | $16,644-81.2% | $12,689-75.3% | $13,398-76.6% |