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 | $51,753 | $65,561-21.1% | $86,188-40.0% | $75,163-31.1% |
| Participation rate | 64.3% | 60.5%+3.8pp | 69.0%-4.7pp | 67.2%-2.9pp |
| Annual return | 14.56% | 46.05%-31.5pp | 1168.45%-1153.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $528 | $1,553-66.0% | $2,380-77.8% | $2,670-80.2% |
| Participant deferral / active EE | $1,012 | $3,024-66.5% | $3,985-74.6% | $4,125-75.5% |
| Admin fee / account holder | $349 | $5,474-93.6% | $6,852-94.9% | $5,651-93.8% |