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 | $53,511 | $88,672-39.7% | $105,223-49.1% | $82,448-35.1% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 13.84% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,358 | $3,048-55.4% | $3,689-63.2% | $2,551-46.8% |
| Participant deferral / active EE | $1,524 | $4,036-62.2% | $5,072-70.0% | $4,139-63.2% |
| Admin fee / account holder | $5,051 | $7,146-29.3% | $8,859-43.0% | $7,234-30.2% |