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 | $26,527 | $77,899-65.9% | $149,673-82.3% | $75,163-64.7% |
| Participation rate | 69.7% | 65.6%+4.1pp | 78.8%-9.1pp | 67.2%+2.5pp |
| Annual return | 19.40% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,364 | $3,137-56.5% | $4,818-71.7% | $2,670-48.9% |
| Participant deferral / active EE | $714 | $3,411-79.1% | $5,680-87.4% | $4,125-82.7% |
| Admin fee / account holder | $546 | $5,956-90.8% | $13,210-95.9% | $5,651-90.3% |