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 | $50,028 | $48,046+4.1% | $84,611-40.9% | $72,985-31.5% |
| Participation rate | 20.0% | 57.6%-37.6pp | 68.2%-48.2pp | 69.5%-49.5pp |
| Annual return | 19.37% | 37.38%-18.0pp | 258.74%-239.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $356 | $1,602-77.8% | $2,652-86.6% | $2,440-85.4% |
| Participant deferral / active EE | $701 | $2,680-73.8% | $3,899-82.0% | $3,607-80.6% |
| Admin fee / account holder | $1,081 | $3,395-68.2% | $4,912-78.0% | $5,124-78.9% |