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 | $42,401 | $65,365-35.1% | $92,893-54.4% | $72,985-41.9% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 16.79% | 42.10%-25.3pp | 109.41%-92.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,900 | $2,594-26.8% | $3,653-48.0% | $2,440-22.1% |
| Participant deferral / active EE | $675 | $3,128-78.4% | $4,236-84.1% | $3,607-81.3% |
| Admin fee / account holder | $2,180 | $4,251-48.7% | $5,794-62.4% | $5,124-57.5% |