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 | $47,727 | $95,453-50.0% | $112,040-57.4% | $82,448-42.1% |
| Participation rate | 62.8% | 72.8%-10.0pp | 76.5%-13.7pp | 68.1%-5.3pp |
| Annual return | 12.53% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,044 | $2,318-55.0% | $2,954-64.7% | $2,551-59.1% |
| Participant deferral / active EE | $1,701 | $4,224-59.7% | $5,098-66.6% | $4,139-58.9% |
| Admin fee / account holder | $535 | $9,013-94.1% | $12,098-95.6% | $7,234-92.6% |