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 | $47,228 | $63,355-25.5% | $91,989-48.7% | $72,985-35.3% |
| Participation rate | 48.0% | 72.5%-24.5pp | 78.6%-30.6pp | 69.5%-21.5pp |
| Annual return | 25.01% | 35.35%-10.3pp | 69.02%-44.0pp | 81.00%-56.0pp |
| Employer contribution / active EE | $433 | $2,116-79.5% | $3,452-87.5% | $2,440-82.3% |
| Participant deferral / active EE | $962 | $4,883-80.3% | $5,923-83.8% | $3,607-73.3% |
| Admin fee / account holder | $400 | $4,668-91.4% | $7,743-94.8% | $5,124-92.2% |