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 | $24,289 | $63,764-61.9% | $81,930-70.4% | $79,858-69.6% |
| Participation rate | 43.3% | 67.5%-24.2pp | 72.0%-28.7pp | 69.6%-26.3pp |
| Annual return | 10.21% | 22.66%-12.4pp | 29.49%-19.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $435 | $1,795-75.8% | $4,310-89.9% | $2,471-82.4% |
| Participant deferral / active EE | $961 | $2,780-65.4% | $7,107-86.5% | $3,740-74.3% |
| Admin fee / account holder | $4,009 | $4,426-9.4% | $5,158-22.3% | $5,306-24.4% |