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 | $30,455 | $135,952-77.6% | $123,892-75.4% | $273,961-88.9% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 6.72% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,167 | $5,170-77.4% | $4,617-74.7% | $4,869-76.0% |
| Participant deferral / active EE | $1,712 | $6,343-73.0% | $5,984-71.4% | $5,287-67.6% |
| Admin fee / account holder | $7,949 | $9,817-19.0% | $8,357-4.9% | $10,132-21.5% |