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 | $45,488 | $60,892-25.3% | $82,389-44.8% | $84,808-46.4% |
| Participation rate | 20.7% | 63.3%-42.6pp | 69.5%-48.9pp | 68.3%-47.6pp |
| Annual return | 14.76% | 37.29%-22.5pp | 28.67%-13.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $516 | $1,779-71.0% | $2,517-79.5% | $2,631-80.4% |
| Participant deferral / active EE | $1,064 | $3,179-66.5% | $4,155-74.4% | $4,212-74.7% |
| Admin fee / account holder | $2,721 | $5,467-50.2% | $7,231-62.4% | $7,344-62.9% |