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 | $39,865 | $132,239-69.9% | $105,722-62.3% | $273,961-85.4% |
| Participation rate | 52.9% | 83.2%-30.3pp | 78.9%-26.0pp | 83.0%-30.1pp |
| Annual return | 4.63% | 10.07%-5.4pp | 12.25%-7.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,375 | $4,867-71.7% | $4,079-66.3% | $4,869-71.8% |
| Participant deferral / active EE | $1,643 | $6,233-73.6% | $5,326-69.1% | $5,287-68.9% |
| Admin fee / account holder | $958 | $12,032-92.0% | $8,308-88.5% | $10,132-90.5% |