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 | $46,305 | $81,460-43.2% | $103,333-55.2% | $80,856-42.7% |
| Participation rate | 36.4% | 66.8%-30.5pp | 74.5%-38.1pp | 67.6%-31.3pp |
| Annual return | 14.72% | 25.55%-10.8pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $911 | $3,105-70.7% | $3,868-76.4% | $2,755-66.9% |
| Participant deferral / active EE | $1,527 | $3,869-60.5% | $5,057-69.8% | $4,296-64.4% |
| Admin fee / account holder | $2,924 | $6,566-55.5% | $8,355-65.0% | $6,918-57.7% |