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 | $33,325 | $64,324-48.2% | $118,925-72.0% | $79,858-58.3% |
| Participation rate | 64.7% | 64.9%-0.2pp | 75.4%-10.7pp | 69.6%-4.9pp |
| Annual return | 14.97% | 86.45%-71.5pp | 35.88%-20.9pp | 31.71%-16.7pp |
| Employer contribution / active EE | $764 | $1,836-58.4% | $3,263-76.6% | $2,471-69.1% |
| Participant deferral / active EE | $1,089 | $2,824-61.4% | $4,265-74.5% | $3,740-70.9% |
| Admin fee / account holder | $3,227 | $4,040-20.1% | $6,581-51.0% | $5,306-39.2% |