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 | $38,406 | $85,766-55.2% | $136,294-71.8% | $70,131-45.2% |
| Participation rate | 56.1% | 74.2%-18.1pp | 81.9%-25.8pp | 69.5%-13.4pp |
| Annual return | 14.96% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $974 | $2,966-67.2% | $4,695-79.3% | $2,342-58.4% |
| Participant deferral / active EE | $1,836 | $5,051-63.7% | $6,247-70.6% | $3,332-44.9% |
| Admin fee / account holder | $2,843 | $5,420-47.6% | $9,243-69.2% | $4,645-38.8% |