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 | $51,047 | $78,485-35.0% | $106,213-51.9% | $74,495-31.5% |
| Participation rate | 43.4% | 72.8%-29.4pp | 75.3%-31.9pp | 67.2%-23.8pp |
| Annual return | 13.28% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $778 | $2,523-69.1% | $3,171-75.5% | $2,623-70.3% |
| Participant deferral / active EE | $1,253 | $4,322-71.0% | $5,016-75.0% | $4,346-71.2% |
| Admin fee / account holder | $1,472 | $2,232-34.0% | $11,033-86.7% | $1,942-24.2% |