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 | $45,946 | $109,881-58.2% | $150,045-69.4% | $84,808-45.8% |
| Participation rate | 62.5% | 76.1%-13.6pp | 82.3%-19.8pp | 68.3%-5.8pp |
| Annual return | 19.54% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,185 | $3,561-38.6% | $4,693-53.4% | $2,631-16.9% |
| Participant deferral / active EE | $2,508 | $6,636-62.2% | $7,997-68.6% | $4,212-40.5% |
| Admin fee / account holder | $1,576 | $8,568-81.6% | $13,435-88.3% | $7,344-78.5% |