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 | $24,005 | $81,248-70.5% | $155,509-84.6% | $80,856-70.3% |
| Participation rate | 45.8% | 66.2%-20.4pp | 78.2%-32.4pp | 67.6%-21.8pp |
| Annual return | 12.40% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $720 | $3,100-76.8% | $4,672-84.6% | $2,755-73.9% |
| Participant deferral / active EE | $887 | $3,452-74.3% | $5,626-84.2% | $4,296-79.3% |
| Admin fee / account holder | $1,251 | $7,997-84.4% | $15,912-92.1% | $6,918-81.9% |