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 | $43,048 | $77,813-44.7% | $123,544-65.2% | $64,186-32.9% |
| Participation rate | 51.4% | 74.7%-23.4pp | 82.3%-30.9pp | 69.6%-18.2pp |
| Annual return | -6.46% | 12.48%-18.9pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $996 | $3,014-67.0% | $4,628-78.5% | $2,381-58.2% |
| Participant deferral / active EE | $1,943 | $5,240-62.9% | $6,426-69.8% | $3,470-44.0% |
| Admin fee / account holder | $728 | $5,519-86.8% | $9,284-92.2% | $4,888-85.1% |