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 | $58,393 | $126,519-53.8% | $106,201-45.0% | $145,959-60.0% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 12.35% | 225.10%-212.8pp | 116.26%-103.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,053 | $3,726-71.7% | $3,170-66.8% | $4,661-77.4% |
| Participant deferral / active EE | $1,503 | $5,716-73.7% | $5,012-70.0% | $6,689-77.5% |
| Admin fee / account holder | $361 | $17,312-97.9% | $11,039-96.7% | $13,398-97.3% |