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 | $40,995 | $76,670-46.5% | $96,683-57.6% | $71,457-42.6% |
| Participation rate | 55.0% | 66.6%-11.6pp | 74.3%-19.3pp | 67.9%-12.9pp |
| Annual return | 15.76% | 48.29%-32.5pp | 35.69%-19.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,011 | $3,031-66.7% | $3,737-73.0% | $2,588-60.9% |
| Participant deferral / active EE | $1,329 | $3,771-64.8% | $4,878-72.8% | $4,289-69.0% |
| Admin fee / account holder | $4,242 | $2,028+109.1% | $6,730-37.0% | $1,587+167.2% |