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 | $41,634 | $67,606-38.4% | $82,313-49.4% | $70,131-40.6% |
| Participation rate | 51.1% | 72.8%-21.7pp | 76.9%-25.8pp | 69.5%-18.4pp |
| Annual return | 16.96% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $846 | $1,755-51.8% | $2,428-65.2% | $2,342-63.9% |
| Participant deferral / active EE | $1,332 | $2,987-55.4% | $3,706-64.1% | $3,332-60.0% |
| Admin fee / account holder | $480 | $4,512-89.4% | $5,608-91.4% | $4,645-89.7% |