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 | $31,253 | $92,222-66.1% | $76,768-59.3% | $135,375-76.9% |
| Participation rate | 47.1% | 79.8%-32.7pp | 77.0%-29.9pp | 82.6%-35.6pp |
| Annual return | -6.87% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,024 | $3,216-68.1% | $2,485-58.8% | $4,779-78.6% |
| Participant deferral / active EE | $1,314 | $4,509-70.9% | $3,852-65.9% | $5,609-76.6% |
| Admin fee / account holder | $2,929 | $10,748-72.7% | $6,675-56.1% | $10,827-72.9% |