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 | $57,341 | $87,841-34.7% | $133,980-57.2% | $62,891-8.8% |
| Participation rate | 50.8% | 83.4%-32.6pp | 87.1%-36.3pp | 69.3%-18.5pp |
| Annual return | 7.98% | 12.05%-4.1pp | 29.30%-21.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,524 | $3,483-56.2% | $5,211-70.8% | $2,281-33.2% |
| Participant deferral / active EE | $2,185 | $4,812-54.6% | $6,282-65.2% | $3,203-31.8% |
| Admin fee / account holder | $823 | $5,371-84.7% | $9,324-91.2% | $4,296-80.9% |