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 | $44,094 | $76,552-42.4% | $123,892-64.4% | $62,891-29.9% |
| Participation rate | 53.7% | 73.0%-19.3pp | 81.4%-27.7pp | 69.3%-15.6pp |
| Annual return | 9.67% | 18.68%-9.0pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $857 | $2,883-70.3% | $4,617-81.4% | $2,281-62.4% |
| Participant deferral / active EE | $2,005 | $4,840-58.6% | $5,984-66.5% | $3,203-37.4% |
| Admin fee / account holder | $1,264 | $4,826-73.8% | $8,357-84.9% | $4,296-70.6% |