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 | $36,860 | $72,177-48.9% | $115,037-68.0% | $59,632-38.2% |
| Participation rate | 42.5% | 72.6%-30.1pp | 81.4%-38.9pp | 68.7%-26.2pp |
| Annual return | 1.19% | 12.02%-10.8pp | 26.14%-25.0pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $545 | $2,841-80.8% | $4,608-88.2% | $2,203-75.3% |
| Participant deferral / active EE | $1,741 | $4,783-63.6% | $6,026-71.1% | $3,192-45.4% |
| Admin fee / account holder | $5,108 | $4,927+3.7% | $8,175-37.5% | $4,297+18.9% |