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 | $59,737 | $67,606-11.6% | $82,313-27.4% | $70,131-14.8% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.9%-20.2pp | 69.5%-12.9pp |
| Annual return | 13.92% | 21.57%-7.6pp | 25.88%-12.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $724 | $1,755-58.7% | $2,428-70.2% | $2,342-69.1% |
| Participant deferral / active EE | $793 | $2,987-73.5% | $3,706-78.6% | $3,332-76.2% |
| Admin fee / account holder | $4,941 | $4,512+9.5% | $5,608-11.9% | $4,645+6.4% |