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 | $47,847 | $77,899-38.6% | $149,673-68.0% | $75,163-36.3% |
| Participation rate | 26.6% | 65.6%-39.0pp | 78.8%-52.2pp | 67.2%-40.6pp |
| Annual return | 13.93% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,375 | $3,137-56.2% | $4,818-71.5% | $2,670-48.5% |
| Participant deferral / active EE | $830 | $3,411-75.7% | $5,680-85.4% | $4,125-79.9% |
| Admin fee / account holder | $2,472 | $5,956-58.5% | $13,210-81.3% | $5,651-56.3% |