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 | $36,462 | $72,012-49.4% | $185,823-80.4% | $79,858-54.3% |
| Participation rate | 33.3% | 65.8%-32.4pp | 78.0%-44.7pp | 69.6%-36.3pp |
| Annual return | 11.89% | 23.12%-11.2pp | 35.95%-24.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $384 | $1,965-80.5% | $4,087-90.6% | $2,471-84.5% |
| Participant deferral / active EE | $841 | $3,779-77.8% | $5,632-85.1% | $3,740-77.5% |
| Admin fee / account holder | $2,348 | $4,513-48.0% | $9,500-75.3% | $5,306-55.7% |