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 | $40,519 | $83,477-51.5% | $125,175-67.6% | $72,985-44.5% |
| Participation rate | 23.1% | 73.3%-50.2pp | 79.8%-56.7pp | 69.5%-46.4pp |
| Annual return | 21.46% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $715 | $2,345-69.5% | $3,865-81.5% | $2,440-70.7% |
| Participant deferral / active EE | $1,428 | $3,585-60.2% | $4,937-71.1% | $3,607-60.4% |
| Admin fee / account holder | $1,501 | $5,517-72.8% | $9,702-84.5% | $5,124-70.7% |