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 | $28,953 | $57,016-49.2% | $84,966-65.9% | $80,856-64.2% |
| Participation rate | 29.0% | 56.3%-27.3pp | 67.5%-38.5pp | 67.6%-38.6pp |
| Annual return | 12.17% | 21.66%-9.5pp | 66.38%-54.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,854 | $1,798+114.4% | $2,727+41.3% | $2,755+39.9% |
| Participant deferral / active EE | $511 | $3,110-83.6% | $4,519-88.7% | $4,296-88.1% |
| Admin fee / account holder | $17,649 | $4,980+254.4% | $6,149+187.0% | $6,918+155.1% |