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 | $61,570 | $109,413-43.7% | $156,263-60.6% | $84,808-27.4% |
| Participation rate | 20.9% | 72.7%-51.8pp | 78.9%-58.0pp | 68.3%-47.4pp |
| Annual return | 15.18% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $914 | $2,907-68.6% | $4,333-78.9% | $2,631-65.3% |
| Participant deferral / active EE | $1,597 | $4,590-65.2% | $6,158-74.1% | $4,212-62.1% |
| Admin fee / account holder | $4,817 | $9,357-48.5% | $14,255-66.2% | $7,344-34.4% |