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 | $51,707 | $95,803-46.0% | $113,168-54.3% | $84,808-39.0% |
| Participation rate | 65.2% | 72.9%-7.7pp | 76.6%-11.4pp | 68.3%-3.2pp |
| Annual return | 14.85% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $855 | $2,360-63.8% | $2,975-71.3% | $2,631-67.5% |
| Participant deferral / active EE | $1,818 | $4,242-57.2% | $5,107-64.4% | $4,212-56.8% |
| Admin fee / account holder | $1,670 | $8,989-81.4% | $12,068-86.2% | $7,344-77.3% |