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 | $53,852 | $89,355-39.7% | $141,162-61.9% | $72,985-26.2% |
| Participation rate | 37.9% | 75.1%-37.2pp | 82.5%-44.5pp | 69.5%-31.6pp |
| Annual return | 21.06% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,142 | $3,114-63.3% | $4,735-75.9% | $2,440-53.2% |
| Participant deferral / active EE | $1,936 | $5,418-64.3% | $6,709-71.1% | $3,607-46.3% |
| Admin fee / account holder | $459 | $5,958-92.3% | $10,261-95.5% | $5,124-91.0% |