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 | $49,581 | $80,753-38.6% | $136,294-63.6% | $62,292-20.4% |
| Participation rate | 68.8% | 73.5%-4.7pp | 81.9%-13.1pp | 69.5%-0.7pp |
| Annual return | 16.06% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $632 | $2,884-78.1% | $4,695-86.5% | $2,042-69.0% |
| Participant deferral / active EE | $2,002 | $5,164-61.2% | $6,247-68.0% | $3,169-36.8% |
| Admin fee / account holder | $2,001 | $525+280.8% | $9,243-78.4% | $479+317.4% |