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 | $29,033 | $77,813-62.7% | $123,544-76.5% | $64,186-54.8% |
| Participation rate | 47.1% | 74.7%-27.7pp | 82.3%-35.2pp | 69.6%-22.5pp |
| Annual return | 3.16% | 12.48%-9.3pp | 119.20%-116.0pp | 7.63%-4.5pp |
| Employer contribution / active EE | $1,046 | $3,014-65.3% | $4,628-77.4% | $2,381-56.1% |
| Participant deferral / active EE | $1,685 | $5,240-67.8% | $6,426-73.8% | $3,470-51.4% |
| Admin fee / account holder | $4,090 | $5,519-25.9% | $9,284-55.9% | $4,888-16.3% |