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 | $50,790 | $88,634-42.7% | $101,326-49.9% | $74,304-31.6% |
| Participation rate | 43.5% | 76.9%-33.4pp | 81.5%-38.0pp | 60.3%-16.9pp |
| Annual return | 18.18% | 33.10%-14.9pp | 36.82%-18.6pp | 29.43%-11.3pp |
| Employer contribution / active EE | $831 | $2,930-71.6% | $3,665-77.3% | $2,241-62.9% |
| Participant deferral / active EE | $1,871 | $7,322-74.4% | $7,994-76.6% | $3,767-50.3% |
| Admin fee / account holder | $6,827 | $2,425+181.5% | $11,185-39.0% | $2,969+129.9% |