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 | $37,838 | $65,365-42.1% | $92,893-59.3% | $72,985-48.2% |
| Participation rate | 41.9% | 68.3%-26.4pp | 76.0%-34.1pp | 69.5%-27.6pp |
| Annual return | 36.89% | 42.10%-5.2pp | 109.41%-72.5pp | 81.00%-44.1pp |
| Employer contribution / active EE | $935 | $2,594-64.0% | $3,653-74.4% | $2,440-61.7% |
| Participant deferral / active EE | $1,122 | $3,128-64.1% | $4,236-73.5% | $3,607-68.9% |
| Admin fee / account holder | $592 | $4,251-86.1% | $5,794-89.8% | $5,124-88.4% |