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 | $57,904 | $54,762+5.7% | $90,281-35.9% | $72,985-20.7% |
| Participation rate | 18.9% | 65.1%-46.2pp | 73.3%-54.4pp | 69.5%-50.6pp |
| Annual return | 19.98% | 30.63%-10.6pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $650 | $2,092-68.9% | $2,854-77.2% | $2,440-73.4% |
| Participant deferral / active EE | $746 | $2,887-74.2% | $3,885-80.8% | $3,607-79.3% |
| Admin fee / account holder | $10,611 | $3,972+167.1% | $5,351+98.3% | $5,124+107.1% |