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 | $48,108 | $106,890-55.0% | $84,015-42.7% | $152,861-68.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 11.19% | 104.99%-93.8pp | 71.31%-60.1pp | 345.32%-334.1pp |
| Employer contribution / active EE | $549 | $2,734-79.9% | $1,983-72.3% | $4,762-88.5% |
| Participant deferral / active EE | $969 | $4,011-75.8% | $3,239-70.1% | $5,850-83.4% |
| Admin fee / account holder | $28,281 | $8,285+241.3% | $6,101+363.6% | $11,596+143.9% |