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 | $49,028 | $77,419-36.7% | $69,455-29.4% | $152,861-67.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.4%-42.4pp |
| Annual return | 7.01% | 39.06%-32.1pp | 28.97%-22.0pp | 345.32%-338.3pp |
| Employer contribution / active EE | $1,894 | $3,315-42.9% | $2,779-31.8% | $4,762-60.2% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,262 | $6,207-79.7% | $3,839-67.1% | $11,596-89.1% |