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 | $30,657 | $80,138-61.7% | $130,231-76.5% | $71,457-57.1% |
| Participation rate | 35.6% | 71.0%-35.4pp | 76.3%-40.7pp | 67.9%-32.4pp |
| Annual return | 17.66% | 16.81%+0.9pp | 38.77%-21.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $918 | $2,834-67.6% | $4,126-77.7% | $2,588-64.5% |
| Participant deferral / active EE | $1,673 | $4,641-64.0% | $6,799-75.4% | $4,289-61.0% |
| Admin fee / account holder | $2,200 | $1,035+112.6% | $6,020-63.5% | $1,587+38.6% |