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 | $50,816 | $76,552-33.6% | $123,892-59.0% | $62,891-19.2% |
| Participation rate | 44.0% | 73.0%-29.0pp | 81.4%-37.4pp | 69.3%-25.3pp |
| Annual return | 10.97% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $672 | $2,883-76.7% | $4,617-85.4% | $2,281-70.5% |
| Participant deferral / active EE | $1,365 | $4,840-71.8% | $5,984-77.2% | $3,203-57.4% |
| Admin fee / account holder | $876 | $4,826-81.8% | $8,357-89.5% | $4,296-79.6% |