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 | $50,194 | $48,795+2.9% | $65,493-23.4% | $84,808-40.8% |
| Participation rate | 29.7% | 67.0%-37.2pp | 73.1%-43.4pp | 68.3%-38.6pp |
| Annual return | 21.27% | 20.20%+1.1pp | 982.45%-961.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $405 | $1,930-79.0% | $2,574-84.3% | $2,631-84.6% |
| Participant deferral / active EE | $747 | $2,928-74.5% | $3,961-81.1% | $4,212-82.3% |
| Admin fee / account holder | $1,551 | $3,877-60.0% | $5,028-69.2% | $7,344-78.9% |