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 | $56,249 | $51,315+9.6% | $95,745-41.3% | $71,457-21.3% |
| Participation rate | 29.5% | 63.0%-33.6pp | 72.3%-42.8pp | 67.9%-38.5pp |
| Annual return | 15.24% | 25.26%-10.0pp | 28.35%-13.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $601 | $1,819-66.9% | $2,835-78.8% | $2,588-76.8% |
| Participant deferral / active EE | $934 | $3,358-72.2% | $4,245-78.0% | $4,289-78.2% |
| Admin fee / account holder | $6,774 | $1,137+495.8% | $5,678+19.3% | $1,587+326.8% |