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 | $21,551 | $72,177-70.1% | $115,037-81.3% | $59,632-63.9% |
| Participation rate | 44.1% | 72.6%-28.5pp | 81.4%-37.3pp | 68.7%-24.6pp |
| Annual return | -1.54% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $888 | $2,841-68.8% | $4,608-80.7% | $2,203-59.7% |
| Participant deferral / active EE | $1,378 | $4,783-71.2% | $6,026-77.1% | $3,192-56.8% |
| Admin fee / account holder | $2,632 | $4,927-46.6% | $8,175-67.8% | $4,297-38.8% |