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 | $61,802 | $94,031-34.3% | $115,768-46.6% | $82,448-25.0% |
| Participation rate | 51.9% | 70.4%-18.6pp | 74.4%-22.5pp | 68.1%-16.2pp |
| Annual return | 12.25% | 20.61%-8.4pp | 100.46%-88.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $668 | $2,323-71.2% | $2,940-77.3% | $2,551-73.8% |
| Participant deferral / active EE | $1,429 | $3,972-64.0% | $4,917-70.9% | $4,139-65.5% |
| Admin fee / account holder | $6,696 | $10,249-34.7% | $12,439-46.2% | $7,234-7.4% |