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 | $60,110 | $74,927-19.8% | $101,794-40.9% | $84,808-29.1% |
| Participation rate | 42.5% | 61.4%-18.9pp | 69.2%-26.7pp | 68.3%-25.8pp |
| Annual return | 14.06% | 18.70%-4.6pp | 30.53%-16.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $692 | $1,522-54.5% | $2,289-69.8% | $2,631-73.7% |
| Participant deferral / active EE | $1,216 | $3,099-60.8% | $4,084-70.2% | $4,212-71.1% |
| Admin fee / account holder | $1,021 | $6,514-84.3% | $8,777-88.4% | $7,344-86.1% |