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 | $47,877 | $87,733-45.4% | $106,548-55.1% | $85,850-44.2% |
| Participation rate | 41.7% | 71.9%-30.3pp | 76.1%-34.5pp | 69.3%-27.6pp |
| Annual return | 12.04% | 21.86%-9.8pp | 26.80%-14.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $996 | $2,073-52.0% | $2,819-64.7% | $2,565-61.2% |
| Participant deferral / active EE | $1,222 | $3,469-64.8% | $4,398-72.2% | $3,952-69.1% |
| Admin fee / account holder | $2,589 | $6,767-61.7% | $7,407-65.1% | $6,260-58.6% |