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 | $30,214 | $80,673-62.5% | $101,326-70.2% | $84,808-64.4% |
| Participation rate | 28.9% | 77.8%-48.9pp | 81.5%-52.6pp | 68.3%-39.4pp |
| Annual return | 17.56% | 38.95%-21.4pp | 36.82%-19.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $800 | $2,698-70.3% | $3,665-78.2% | $2,631-69.6% |
| Participant deferral / active EE | $1,377 | $6,840-79.9% | $7,994-82.8% | $4,212-67.3% |
| Admin fee / account holder | $862 | $12,784-93.3% | $11,185-92.3% | $7,344-88.3% |