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 | $25,113 | $76,367-67.1% | $93,606-73.2% | $72,985-65.6% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 24.71% | 25.82%-1.1pp | 32.76%-8.0pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,973 | $2,275-13.3% | $2,718-27.4% | $2,440-19.1% |
| Participant deferral / active EE | $710 | $3,538-79.9% | $4,069-82.6% | $3,607-80.3% |
| Admin fee / account holder | $3,649 | $6,838-46.6% | $7,888-53.7% | $5,124-28.8% |