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 | $33,028 | $81,248-59.3% | $155,509-78.8% | $80,856-59.2% |
| Participation rate | 43.3% | 66.2%-22.9pp | 78.2%-34.9pp | 67.6%-24.3pp |
| Annual return | 22.71% | 33.31%-10.6pp | 64.67%-42.0pp | 35.59%-12.9pp |
| Employer contribution / active EE | $425 | $3,100-86.3% | $4,672-90.9% | $2,755-84.6% |
| Participant deferral / active EE | $882 | $3,452-74.5% | $5,626-84.3% | $4,296-79.5% |
| Admin fee / account holder | $3,692 | $7,997-53.8% | $15,912-76.8% | $6,918-46.6% |