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 | $49,462 | $109,881-55.0% | $150,045-67.0% | $84,808-41.7% |
| Participation rate | 69.2% | 76.1%-6.9pp | 82.3%-13.1pp | 68.3%+0.9pp |
| Annual return | 16.70% | 28.25%-11.5pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,111 | $3,561-68.8% | $4,693-76.3% | $2,631-57.8% |
| Participant deferral / active EE | $1,383 | $6,636-79.2% | $7,997-82.7% | $4,212-67.2% |
| Admin fee / account holder | $13,464 | $8,568+57.1% | $13,435+0.2% | $7,344+83.3% |