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 | $56,156 | $82,978-32.3% | $129,995-56.8% | $71,457-21.4% |
| Participation rate | 41.9% | 74.1%-32.2pp | 78.5%-36.6pp | 67.9%-26.0pp |
| Annual return | 17.49% | 20.60%-3.1pp | -137.18%+154.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,001 | $2,622-61.8% | $4,320-76.8% | $2,588-61.3% |
| Participant deferral / active EE | $2,074 | $4,432-53.2% | $5,820-64.4% | $4,289-51.6% |
| Admin fee / account holder | $1,398 | $1,729-19.2% | $10,614-86.8% | $1,587-11.9% |