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 | $31,281 | $83,477-62.5% | $125,175-75.0% | $72,985-57.1% |
| Participation rate | 68.6% | 73.3%-4.7pp | 79.8%-11.2pp | 69.5%-0.9pp |
| Annual return | 16.62% | 25.78%-9.2pp | 43.79%-27.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,326 | $2,345-43.5% | $3,865-65.7% | $2,440-45.6% |
| Participant deferral / active EE | $1,175 | $3,585-67.2% | $4,937-76.2% | $3,607-67.4% |
| Admin fee / account holder | $5,329 | $5,517-3.4% | $9,702-45.1% | $5,124+4.0% |