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 | $42,064 | $79,171-46.9% | $102,423-58.9% | $74,495-43.5% |
| Participation rate | 38.3% | 74.8%-36.5pp | 76.5%-38.2pp | 67.2%-28.9pp |
| Annual return | 13.29% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $928 | $2,362-60.7% | $3,023-69.3% | $2,623-64.6% |
| Participant deferral / active EE | $1,407 | $4,415-68.1% | $5,053-72.2% | $4,346-67.6% |
| Admin fee / account holder | $4,600 | $2,001+129.9% | $9,451-51.3% | $1,942+136.9% |