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 | $20,697 | $106,515-80.6% | $96,683-78.6% | $139,434-85.2% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 12.34% | 38.43%-26.1pp | 35.69%-23.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $942 | $4,103-77.0% | $3,737-74.8% | $4,751-80.2% |
| Participant deferral / active EE | $1,202 | $5,454-78.0% | $4,878-75.4% | $6,710-82.1% |
| Admin fee / account holder | $3,677 | $7,877-53.3% | $6,730-45.4% | $11,403-67.8% |