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 | $38,507 | $63,355-39.2% | $91,989-58.1% | $72,985-47.2% |
| Participation rate | 42.9% | 72.5%-29.7pp | 78.6%-35.8pp | 69.5%-26.6pp |
| Annual return | 19.52% | 35.35%-15.8pp | 69.02%-49.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $549 | $2,116-74.0% | $3,452-84.1% | $2,440-77.5% |
| Participant deferral / active EE | $1,984 | $4,883-59.4% | $5,923-66.5% | $3,607-45.0% |
| Admin fee / account holder | $6,128 | $4,668+31.3% | $7,743-20.9% | $5,124+19.6% |