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 | $58,565 | $118,450-50.6% | $98,439-40.5% | $139,434-58.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 13.92% | 18.94%-5.0pp | 21.16%-7.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,832 | $3,609-49.2% | $3,048-39.9% | $4,751-61.4% |
| Participant deferral / active EE | $950 | $5,392-82.4% | $4,738-80.0% | $6,710-85.8% |
| Admin fee / account holder | $467 | $14,026-96.7% | $8,948-94.8% | $11,403-95.9% |