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 | $55,237 | $87,870-37.1% | $113,168-51.2% | $74,304-25.7% |
| Participation rate | 44.8% | 70.7%-25.9pp | 76.6%-31.7pp | 60.3%-15.5pp |
| Annual return | 16.06% | 26.44%-10.4pp | 24.27%-8.2pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,035 | $2,277-54.6% | $2,975-65.2% | $2,241-53.8% |
| Participant deferral / active EE | $1,799 | $4,241-57.6% | $5,107-64.8% | $3,767-52.3% |
| Admin fee / account holder | $3,231 | $3,368-4.1% | $12,068-73.2% | $2,969+8.8% |