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 | $61,559 | $94,031-34.5% | $115,768-46.8% | $82,448-25.3% |
| Participation rate | 30.6% | 70.4%-39.9pp | 74.4%-43.8pp | 68.1%-37.5pp |
| Annual return | 17.60% | 20.61%-3.0pp | 100.46%-82.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $857 | $2,323-63.1% | $2,940-70.9% | $2,551-66.4% |
| Participant deferral / active EE | $1,450 | $3,972-63.5% | $4,917-70.5% | $4,139-65.0% |
| Admin fee / account holder | $862 | $10,249-91.6% | $12,439-93.1% | $7,234-88.1% |