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 | $57,361 | $135,952-57.8% | $123,892-53.7% | $273,961-79.1% |
| Participation rate | 42.1% | 84.1%-42.0pp | 81.4%-39.3pp | 83.0%-40.9pp |
| Annual return | 8.62% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $953 | $5,170-81.6% | $4,617-79.4% | $4,869-80.4% |
| Participant deferral / active EE | $1,660 | $6,343-73.8% | $5,984-72.3% | $5,287-68.6% |
| Admin fee / account holder | $3,684 | $9,817-62.5% | $8,357-55.9% | $10,132-63.6% |