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 | $35,904 | $69,977-48.7% | $108,579-66.9% | $62,891-42.9% |
| Participation rate | 43.1% | 72.9%-29.8pp | 79.6%-36.5pp | 69.3%-26.2pp |
| Annual return | 10.20% | 10.73%-0.5pp | -51.70%+61.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $726 | $2,135-66.0% | $3,758-80.7% | $2,281-68.2% |
| Participant deferral / active EE | $1,012 | $3,165-68.0% | $4,311-76.5% | $3,203-68.4% |
| Admin fee / account holder | $4,556 | $5,076-10.3% | $7,645-40.4% | $4,296+6.1% |