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 | $30,215 | $65,365-53.8% | $92,893-67.5% | $72,985-58.6% |
| Participation rate | 55.9% | 68.3%-12.4pp | 76.0%-20.1pp | 69.5%-13.6pp |
| Annual return | 24.44% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,026 | $2,594-60.4% | $3,653-71.9% | $2,440-57.9% |
| Participant deferral / active EE | $1,274 | $3,128-59.3% | $4,236-69.9% | $3,607-64.7% |
| Admin fee / account holder | $729 | $4,251-82.9% | $5,794-87.4% | $5,124-85.8% |