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 | $26,295 | $64,348-59.1% | $90,160-70.8% | $70,131-62.5% |
| Participation rate | 34.2% | 70.4%-36.3pp | 76.9%-42.7pp | 69.5%-35.4pp |
| Annual return | 19.62% | 28.13%-8.5pp | 34.88%-15.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $399 | $2,046-80.5% | $3,318-88.0% | $2,342-83.0% |
| Participant deferral / active EE | $944 | $4,389-78.5% | $5,288-82.2% | $3,332-71.7% |
| Admin fee / account holder | $6,368 | $3,944+61.5% | $5,943+7.2% | $4,645+37.1% |