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 | $45,630 | $85,766-46.8% | $136,294-66.5% | $70,131-34.9% |
| Participation rate | 38.6% | 74.2%-35.5pp | 81.9%-43.3pp | 69.5%-30.9pp |
| Annual return | 17.67% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $522 | $2,966-82.4% | $4,695-88.9% | $2,342-77.7% |
| Participant deferral / active EE | $1,963 | $5,051-61.1% | $6,247-68.6% | $3,332-41.1% |
| Admin fee / account holder | $649 | $5,420-88.0% | $9,243-93.0% | $4,645-86.0% |