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 | $52,576 | $54,541-3.6% | $78,778-33.3% | $70,131-25.0% |
| Participation rate | 36.4% | 60.8%-24.4pp | 69.2%-32.8pp | 69.5%-33.2pp |
| Annual return | 15.90% | 21.07%-5.2pp | 35.62%-19.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $390 | $1,089-64.2% | $1,986-80.4% | $2,342-83.3% |
| Participant deferral / active EE | $914 | $2,210-58.7% | $2,958-69.1% | $3,332-72.6% |
| Admin fee / account holder | $2,353 | $3,709-36.6% | $5,134-54.2% | $4,645-49.4% |