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 | $52,158 | $82,882-37.1% | $127,761-59.2% | $72,985-28.5% |
| Participation rate | 30.5% | 71.5%-41.0pp | 79.0%-48.5pp | 69.5%-39.0pp |
| Annual return | 21.59% | 32.20%-10.6pp | 26.14%-4.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $979 | $3,346-70.7% | $4,574-78.6% | $2,440-59.9% |
| Participant deferral / active EE | $1,583 | $4,791-67.0% | $6,021-73.7% | $3,607-56.1% |
| Admin fee / account holder | $6,845 | $6,487+5.5% | $9,395-27.1% | $5,124+33.6% |