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 | $59,131 | $65,365-9.5% | $92,893-36.3% | $72,985-19.0% |
| Participation rate | 32.0% | 68.3%-36.3pp | 76.0%-44.0pp | 69.5%-37.5pp |
| Annual return | 22.58% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $782 | $2,594-69.9% | $3,653-78.6% | $2,440-68.0% |
| Participant deferral / active EE | $608 | $3,128-80.6% | $4,236-85.6% | $3,607-83.1% |
| Admin fee / account holder | $2,779 | $4,251-34.6% | $5,794-52.0% | $5,124-45.8% |