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 | $47,990 | $95,803-49.9% | $113,168-57.6% | $84,808-43.4% |
| Participation rate | 32.3% | 72.9%-40.6pp | 76.6%-44.3pp | 68.3%-36.0pp |
| Annual return | 12.82% | 25.00%-12.2pp | 24.27%-11.4pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,132 | $2,360-52.0% | $2,975-62.0% | $2,631-57.0% |
| Participant deferral / active EE | $1,736 | $4,242-59.1% | $5,107-66.0% | $4,212-58.8% |
| Admin fee / account holder | $1,071 | $8,989-88.1% | $12,068-91.1% | $7,344-85.4% |