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 | $22,509 | $81,460-72.4% | $103,333-78.2% | $80,856-72.2% |
| Participation rate | 30.9% | 66.8%-36.0pp | 74.5%-43.7pp | 67.6%-36.8pp |
| Annual return | 18.48% | 25.55%-7.1pp | 24.88%-6.4pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,674 | $3,105-46.1% | $3,868-56.7% | $2,755-39.2% |
| Participant deferral / active EE | $1,191 | $3,869-69.2% | $5,057-76.4% | $4,296-72.3% |
| Admin fee / account holder | $789 | $6,566-88.0% | $8,355-90.6% | $6,918-88.6% |