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 | $34,150 | $65,561-47.9% | $86,188-60.4% | $75,163-54.6% |
| Participation rate | 27.3% | 60.5%-33.2pp | 69.0%-41.7pp | 67.2%-39.9pp |
| Annual return | 21.17% | 46.05%-24.9pp | 1168.45%-1147.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $719 | $1,553-53.7% | $2,380-69.8% | $2,670-73.1% |
| Participant deferral / active EE | $1,159 | $3,024-61.7% | $3,985-70.9% | $4,125-71.9% |
| Admin fee / account holder | $1,398 | $5,474-74.5% | $6,852-79.6% | $5,651-75.3% |