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 | $46,090 | $56,897-19.0% | $84,750-45.6% | $62,891-26.7% |
| Participation rate | 62.2% | 68.5%-6.4pp | 76.6%-14.4pp | 69.3%-7.1pp |
| Annual return | 106.03% | 6.30%+99.7pp | 22.78%+83.2pp | 20.14%+85.9pp |
| Employer contribution / active EE | $5,763 | $2,400+140.2% | $3,574+61.3% | $2,281+152.7% |
| Participant deferral / active EE | $617 | $2,709-77.2% | $3,712-83.4% | $3,203-80.7% |
| Admin fee / account holder | $1,583 | $3,581-55.8% | $5,332-70.3% | $4,296-63.2% |