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 | $53,561 | $65,365-18.1% | $92,893-42.3% | $72,985-26.6% |
| Participation rate | 29.4% | 68.3%-38.9pp | 76.0%-46.6pp | 69.5%-40.1pp |
| Annual return | 19.20% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $885 | $2,594-65.9% | $3,653-75.8% | $2,440-63.7% |
| Participant deferral / active EE | $1,270 | $3,128-59.4% | $4,236-70.0% | $3,607-64.8% |
| Admin fee / account holder | $44,498 | $4,251+946.7% | $5,794+668.0% | $5,124+768.4% |