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 | $35,475 | $127,386-72.2% | $115,037-69.2% | $125,391-71.7% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | 1.99% | 31.28%-29.3pp | 26.14%-24.2pp | 282.22%-280.2pp |
| Employer contribution / active EE | $842 | $5,166-83.7% | $4,608-81.7% | $4,866-82.7% |
| Participant deferral / active EE | $1,052 | $6,423-83.6% | $6,026-82.5% | $5,352-80.3% |
| Admin fee / account holder | $4,270 | $9,516-55.1% | $8,175-47.8% | $9,540-55.2% |