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 | $51,085 | $109,413-53.3% | $156,263-67.3% | $84,808-39.8% |
| Participation rate | 39.0% | 72.7%-33.7pp | 78.9%-39.9pp | 68.3%-29.3pp |
| Annual return | 15.80% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $891 | $2,907-69.4% | $4,333-79.4% | $2,631-66.1% |
| Participant deferral / active EE | $1,870 | $4,590-59.3% | $6,158-69.6% | $4,212-55.6% |
| Admin fee / account holder | $5,536 | $9,357-40.8% | $14,255-61.2% | $7,344-24.6% |