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 | $36,208 | $67,606-46.4% | $82,313-56.0% | $70,131-48.4% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.9%-20.2pp | 69.5%-12.9pp |
| Annual return | 19.94% | 21.57%-1.6pp | 25.88%-5.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $504 | $1,755-71.3% | $2,428-79.2% | $2,342-78.5% |
| Participant deferral / active EE | $1,054 | $2,987-64.7% | $3,706-71.6% | $3,332-68.4% |
| Admin fee / account holder | $382 | $4,512-91.5% | $5,608-93.2% | $4,645-91.8% |