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 | $48,787 | $112,096-56.5% | $95,952-49.2% | $158,922-69.3% |
| Participation rate | 47.6% | 79.0%-31.4pp | 77.1%-29.5pp | 82.0%-34.3pp |
| Annual return | 16.47% | 171.09%-154.6pp | 91.61%-75.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $660 | $3,198-79.4% | $2,541-74.0% | $4,761-86.1% |
| Participant deferral / active EE | $869 | $4,784-81.8% | $4,167-79.1% | $5,982-85.5% |
| Admin fee / account holder | $3,158 | $10,130-68.8% | $6,795-53.5% | $11,246-71.9% |