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 | $49,857 | $86,929-42.6% | $102,423-51.3% | $80,856-38.3% |
| Participation rate | 41.2% | 72.4%-31.2pp | 76.5%-35.3pp | 67.6%-26.5pp |
| Annual return | 13.92% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $823 | $2,369-65.3% | $3,023-72.8% | $2,755-70.1% |
| Participant deferral / active EE | $1,268 | $4,118-69.2% | $5,053-74.9% | $4,296-70.5% |
| Admin fee / account holder | $585 | $8,049-92.7% | $9,451-93.8% | $6,918-91.5% |