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 | $29,843 | $56,277-47.0% | $80,975-63.1% | $62,891-52.5% |
| Participation rate | 57.1% | 69.0%-11.8pp | 75.8%-18.7pp | 69.3%-12.2pp |
| Annual return | 8.40% | 22.12%-13.7pp | 17.10%-8.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $601 | $1,943-69.1% | $3,714-83.8% | $2,281-73.6% |
| Participant deferral / active EE | $1,129 | $4,195-73.1% | $5,696-80.2% | $3,203-64.7% |
| Admin fee / account holder | $1,491 | $3,741-60.1% | $5,516-73.0% | $4,296-65.3% |