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 | $36,490 | $48,076-24.1% | $78,689-53.6% | $62,891-42.0% |
| Participation rate | 23.1% | 65.2%-42.1pp | 73.6%-50.5pp | 69.3%-46.2pp |
| Annual return | 5.74% | 31.35%-25.6pp | 62.18%-56.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $219 | $2,015-89.1% | $2,851-92.3% | $2,281-90.4% |
| Participant deferral / active EE | $561 | $2,588-78.3% | $3,517-84.1% | $3,203-82.5% |
| Admin fee / account holder | $6,746 | $3,207+110.3% | $4,510+49.6% | $4,296+57.0% |