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 | $57,632 | $115,882-50.3% | $100,516-42.7% | $158,922-63.7% |
| Participation rate | 40.9% | 81.6%-40.7pp | 79.4%-38.5pp | 82.0%-41.0pp |
| Annual return | 11.06% | 34.79%-23.7pp | 30.89%-19.8pp | 302.83%-291.8pp |
| Employer contribution / active EE | $460 | $4,103-88.8% | $3,418-86.5% | $4,761-90.3% |
| Participant deferral / active EE | $904 | $6,674-86.5% | $6,270-85.6% | $5,982-84.9% |
| Admin fee / account holder | $9,535 | $10,995-13.3% | $8,081+18.0% | $11,246-15.2% |