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 | $24,772 | $102,317-75.8% | $146,958-83.1% | $80,856-69.4% |
| Participation rate | 56.1% | 75.8%-19.8pp | 82.2%-26.1pp | 67.6%-11.6pp |
| Annual return | 34.97% | 134.76%-99.8pp | 418.34%-383.4pp | 35.59%-0.6pp |
| Employer contribution / active EE | $1,510 | $3,713-59.3% | $4,933-69.4% | $2,755-45.2% |
| Participant deferral / active EE | $2,034 | $6,644-69.4% | $8,070-74.8% | $4,296-52.7% |
| Admin fee / account holder | $8,898 | $7,941+12.0% | $12,998-31.5% | $6,918+28.6% |