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 | $43,686 | $74,927-41.7% | $101,794-57.1% | $84,808-48.5% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.2%-49.2pp | 68.3%-48.3pp |
| Annual return | 15.05% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $588 | $1,522-61.4% | $2,289-74.3% | $2,631-77.7% |
| Participant deferral / active EE | $755 | $3,099-75.6% | $4,084-81.5% | $4,212-82.1% |
| Admin fee / account holder | $3,246 | $6,514-50.2% | $8,777-63.0% | $7,344-55.8% |