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 | $23,365 | $62,672-62.7% | $185,117-87.4% | $70,131-66.7% |
| Participation rate | 39.1% | 63.8%-24.6pp | 77.3%-38.1pp | 69.5%-30.4pp |
| Annual return | 14.52% | 40.79%-26.3pp | 40.50%-26.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $511 | $1,753-70.9% | $4,182-87.8% | $2,342-78.2% |
| Participant deferral / active EE | $1,079 | $3,272-67.0% | $5,045-78.6% | $3,332-67.6% |
| Admin fee / account holder | $3,111 | $3,932-20.9% | $8,159-61.9% | $4,645-33.0% |