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 | $51,678 | $106,749-51.6% | $145,433-64.5% | $82,448-37.3% |
| Participation rate | 44.4% | 75.6%-31.2pp | 82.1%-37.7pp | 68.1%-23.6pp |
| Annual return | 14.68% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $711 | $3,444-79.4% | $4,554-84.4% | $2,551-72.1% |
| Participant deferral / active EE | $2,129 | $6,519-67.3% | $7,897-73.0% | $4,139-48.6% |
| Admin fee / account holder | $498 | $8,390-94.1% | $13,129-96.2% | $7,234-93.1% |