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 | $26,278 | $49,025-46.4% | $87,507-70.0% | $62,891-58.2% |
| Participation rate | 55.8% | 64.9%-9.1pp | 73.8%-18.0pp | 69.3%-13.5pp |
| Annual return | 7.56% | 10.02%-2.5pp | 12.21%-4.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $337 | $2,289-85.3% | $3,149-89.3% | $3,203-89.5% |
| Admin fee / account holder | $427 | $4,065-89.5% | $4,221-89.9% | $4,296-90.1% |