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 | $52,162 | $106,749-51.1% | $145,433-64.1% | $82,448-36.7% |
| Participation rate | 28.0% | 75.6%-47.6pp | 82.1%-54.1pp | 68.1%-40.0pp |
| Annual return | 17.82% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,053 | $3,444-69.4% | $4,554-76.9% | $2,551-58.7% |
| Participant deferral / active EE | $1,241 | $6,519-81.0% | $7,897-84.3% | $4,139-70.0% |
| Admin fee / account holder | $471 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |