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 | $36,486 | $86,929-58.0% | $102,423-64.4% | $80,856-54.9% |
| Participation rate | 40.4% | 72.4%-31.9pp | 76.5%-36.1pp | 67.6%-27.2pp |
| Annual return | 14.76% | 18.88%-4.1pp | 29.32%-14.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $698 | $2,369-70.6% | $3,023-76.9% | $2,755-74.7% |
| Participant deferral / active EE | $1,497 | $4,118-63.7% | $5,053-70.4% | $4,296-65.2% |
| Admin fee / account holder | $1,994 | $8,049-75.2% | $9,451-78.9% | $6,918-71.2% |