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 | $48,250 | $93,571-48.4% | $135,903-64.5% | $75,163-35.8% |
| Participation rate | 47.2% | 75.2%-28.0pp | 81.9%-34.7pp | 67.2%-20.0pp |
| Annual return | 16.81% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,308 | $3,537-63.0% | $4,856-73.1% | $2,670-51.0% |
| Participant deferral / active EE | $2,463 | $6,404-61.5% | $7,758-68.2% | $4,125-40.3% |
| Admin fee / account holder | $5,415 | $6,975-22.4% | $10,762-49.7% | $5,651-4.2% |