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 | $28,101 | $56,897-50.6% | $84,750-66.8% | $62,891-55.3% |
| Participation rate | 37.5% | 68.5%-31.0pp | 76.6%-39.1pp | 69.3%-31.8pp |
| Annual return | 5.27% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $537 | $2,400-77.6% | $3,574-85.0% | $2,281-76.5% |
| Participant deferral / active EE | $743 | $2,709-72.6% | $3,712-80.0% | $3,203-76.8% |
| Admin fee / account holder | $2,792 | $3,581-22.0% | $5,332-47.6% | $4,296-35.0% |