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 | $24,500 | $58,577-58.2% | $83,333-70.6% | $64,186-61.8% |
| Participation rate | 68.0% | 72.0%-4.0pp | 77.8%-9.8pp | 69.6%-1.6pp |
| Annual return | -2.23% | 9.65%-11.9pp | 10.63%-12.9pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,284 | $2,098-38.8% | $3,379-62.0% | $2,381-46.1% |
| Participant deferral / active EE | $1,407 | $4,654-69.8% | $5,565-74.7% | $3,470-59.4% |
| Admin fee / account holder | $3,278 | $9,275-64.7% | $7,510-56.4% | $4,888-32.9% |