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 | $39,920 | $72,277-44.8% | $101,248-60.6% | $79,858-50.0% |
| Participation rate | 57.6% | 68.5%-10.9pp | 75.8%-18.2pp | 69.6%-12.0pp |
| Annual return | 26.68% | 22.30%+4.4pp | 46.47%-19.8pp | 31.71%-5.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,218 | $3,282-62.9% | $4,370-72.1% | $3,740-67.4% |
| Admin fee / account holder | $1,677 | $4,400-61.9% | $5,945-71.8% | $5,306-68.4% |