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 | $31,858 | $76,552-58.4% | $123,892-74.3% | $62,891-49.3% |
| Participation rate | 37.9% | 73.0%-35.1pp | 81.4%-43.5pp | 69.3%-31.4pp |
| Annual return | 6.33% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $999 | $2,883-65.4% | $4,617-78.4% | $2,281-56.2% |
| Participant deferral / active EE | $1,654 | $4,840-65.8% | $5,984-72.4% | $3,203-48.4% |
| Admin fee / account holder | $551 | $4,826-88.6% | $8,357-93.4% | $4,296-87.2% |