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 | $73,974 | $95,971-22.9% | $74,550-0.8% | $135,375-45.4% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | 2.55% | 56.96%-54.4pp | 32.53%-30.0pp | 519.73%-517.2pp |
| Employer contribution / active EE | $380 | $2,716-86.0% | $1,961-80.6% | $4,779-92.1% |
| Participant deferral / active EE | $769 | $3,843-80.0% | $3,108-75.3% | $5,609-86.3% |
| Admin fee / account holder | $1,412 | $6,522-78.4% | $5,060-72.1% | $10,827-87.0% |