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 | $33,395 | $85,766-61.1% | $136,294-75.5% | $70,131-52.4% |
| Participation rate | 68.5% | 74.2%-5.6pp | 81.9%-13.4pp | 69.5%-1.0pp |
| Annual return | 17.56% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $844 | $2,966-71.5% | $4,695-82.0% | $2,342-64.0% |
| Participant deferral / active EE | $1,936 | $5,051-61.7% | $6,247-69.0% | $3,332-41.9% |
| Admin fee / account holder | $862 | $5,420-84.1% | $9,243-90.7% | $4,645-81.4% |