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 | $36,769 | $87,013-57.7% | $106,213-65.4% | $80,856-54.5% |
| Participation rate | 43.5% | 70.4%-26.9pp | 75.3%-31.7pp | 67.6%-24.1pp |
| Annual return | 12.09% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $901 | $2,395-62.4% | $3,171-71.6% | $2,755-67.3% |
| Participant deferral / active EE | $1,659 | $3,986-58.4% | $5,016-66.9% | $4,296-61.4% |
| Admin fee / account holder | $1,653 | $8,431-80.4% | $11,033-85.0% | $6,918-76.1% |