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 | $48,330 | $163,101-70.4% | $136,749-64.7% | $142,382-66.1% |
| Participation rate | 42.9% | 78.2%-35.4pp | 72.1%-29.3pp | 80.1%-37.3pp |
| Annual return | 68.11% | 27.54%+40.6pp | 24.33%+43.8pp | 217.08%-149.0pp |
| Employer contribution / active EE | $1,002 | $4,117-75.7% | $3,400-70.5% | $4,299-76.7% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $29,088 | $14,318+103.2% | $11,386+155.5% | $12,624+130.4% |