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 | $48,330 | $98,750-51.1% | $149,696-67.7% | $79,858-39.5% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 19.75% | 27.43%-7.7pp | 276.60%-256.8pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,045 | $3,216-67.5% | $4,644-77.5% | $2,471-57.7% |
| Participant deferral / active EE | $1,549 | $5,680-72.7% | $6,842-77.4% | $3,740-58.6% |
| Admin fee / account holder | $6,664 | $6,053+10.1% | $9,309-28.4% | $5,306+25.6% |