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 | $70,184 | $93,571-25.0% | $135,903-48.4% | $75,163-6.6% |
| Participation rate | 52.2% | 75.2%-22.9pp | 81.9%-29.7pp | 67.2%-15.0pp |
| Annual return | 16.18% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $898 | $3,537-74.6% | $4,856-81.5% | $2,670-66.4% |
| Participant deferral / active EE | $2,407 | $6,404-62.4% | $7,758-69.0% | $4,125-41.6% |
| Admin fee / account holder | $4,523 | $6,975-35.2% | $10,762-58.0% | $5,651-20.0% |