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 | $35,404 | $72,277-51.0% | $101,248-65.0% | $79,858-55.7% |
| Participation rate | 37.0% | 68.5%-31.4pp | 75.8%-38.8pp | 69.6%-32.6pp |
| Annual return | 19.04% | 22.30%-3.3pp | 46.47%-27.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,479 | $2,692-45.0% | $3,660-59.6% | $2,471-40.1% |
| Participant deferral / active EE | $370 | $3,282-88.7% | $4,370-91.5% | $3,740-90.1% |
| Admin fee / account holder | $413 | $4,400-90.6% | $5,945-93.0% | $5,306-92.2% |