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 | $37,783 | $70,908-46.7% | $98,907-61.8% | $73,488-48.6% |
| Participation rate | 8.6% | 73.8%-65.2pp | 76.0%-67.4pp | 70.7%-62.1pp |
| Annual return | 15.78% | 34.17%-18.4pp | 196.43%-180.6pp | 28.51%-12.7pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $519 | $3,500-85.2% | $4,244-87.8% | $3,740-86.1% |
| Admin fee / account holder | $4,653 | $535+769.9% | $6,642-29.9% | $513+806.9% |