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 | $36,035 | $109,881-67.2% | $150,045-76.0% | $84,808-57.5% |
| Participation rate | 56.0% | 76.1%-20.1pp | 82.3%-26.4pp | 68.3%-12.4pp |
| Annual return | 24.00% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,055 | $3,561-70.4% | $4,693-77.5% | $2,631-59.9% |
| Participant deferral / active EE | $1,209 | $6,636-81.8% | $7,997-84.9% | $4,212-71.3% |
| Admin fee / account holder | $2,574 | $8,568-70.0% | $13,435-80.8% | $7,344-65.0% |