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 | $30,519 | $56,277-45.8% | $80,975-62.3% | $62,891-51.5% |
| Participation rate | 43.0% | 69.0%-25.9pp | 75.8%-32.8pp | 69.3%-26.3pp |
| Annual return | 11.15% | 22.12%-11.0pp | 17.10%-6.0pp | 20.14%-9.0pp |
| Employer contribution / active EE | $813 | $1,943-58.2% | $3,714-78.1% | $2,281-64.4% |
| Participant deferral / active EE | $1,191 | $4,195-71.6% | $5,696-79.1% | $3,203-62.8% |
| Admin fee / account holder | $976 | $3,741-73.9% | $5,516-82.3% | $4,296-77.3% |