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 | $36,220 | $67,606-46.4% | $82,313-56.0% | $70,131-48.4% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 13.51% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $433 | $1,755-75.3% | $2,428-82.2% | $2,342-81.5% |
| Participant deferral / active EE | $1,184 | $2,987-60.4% | $3,706-68.0% | $3,332-64.5% |
| Admin fee / account holder | $2,915 | $4,512-35.4% | $5,608-48.0% | $4,645-37.3% |