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 | $52,549 | $89,355-41.2% | $141,162-62.8% | $72,985-28.0% |
| Participation rate | 26.6% | 75.1%-48.5pp | 82.5%-55.9pp | 69.5%-42.9pp |
| Annual return | 24.76% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $830 | $3,114-73.4% | $4,735-82.5% | $2,440-66.0% |
| Participant deferral / active EE | $2,045 | $5,418-62.3% | $6,709-69.5% | $3,607-43.3% |
| Admin fee / account holder | $4,308 | $5,958-27.7% | $10,261-58.0% | $5,124-15.9% |