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 | $23,011 | $46,553-50.6% | $64,056-64.1% | $75,163-69.4% |
| Participation rate | 34.4% | 65.9%-31.6pp | 72.3%-37.9pp | 67.2%-32.8pp |
| Annual return | 11.78% | 26.03%-14.3pp | 33.69%-21.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $903 | $1,974-54.2% | $2,747-67.1% | $2,670-66.2% |
| Participant deferral / active EE | $732 | $2,837-74.2% | $3,880-81.1% | $4,125-82.2% |
| Admin fee / account holder | $2,568 | $2,952-13.0% | $3,068-16.3% | $5,651-54.6% |