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 | $29,231 | $93,571-68.8% | $135,903-78.5% | $75,163-61.1% |
| Participation rate | 55.0% | 75.2%-20.2pp | 81.9%-26.9pp | 67.2%-12.2pp |
| Annual return | 15.77% | 30.90%-15.1pp | 68.23%-52.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,317 | $3,537-62.8% | $4,856-72.9% | $2,670-50.7% |
| Participant deferral / active EE | $2,296 | $6,404-64.1% | $7,758-70.4% | $4,125-44.3% |
| Admin fee / account holder | $1,849 | $6,975-73.5% | $10,762-82.8% | $5,651-67.3% |