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 | $36,541 | $91,552-60.1% | $133,956-72.7% | $79,858-54.2% |
| Participation rate | 23.4% | 73.3%-49.9pp | 79.8%-56.4pp | 69.6%-46.2pp |
| Annual return | 14.34% | 61.85%-47.5pp | 45.09%-30.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $768 | $2,384-67.8% | $3,919-80.4% | $2,471-68.9% |
| Participant deferral / active EE | $1,345 | $3,733-64.0% | $5,048-73.4% | $3,740-64.0% |
| Admin fee / account holder | $2,881 | $6,321-54.4% | $8,927-67.7% | $5,306-45.7% |