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 | $61,353 | $58,828+4.3% | $77,999-21.3% | $62,891-2.4% |
| Participation rate | 23.1% | 71.1%-48.0pp | 75.5%-52.4pp | 69.3%-46.2pp |
| Annual return | 7.01% | 17.16%-10.1pp | 425.96%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $597 | $1,672-64.3% | $2,470-75.8% | $2,281-73.8% |
| Participant deferral / active EE | $1,071 | $2,686-60.1% | $3,497-69.4% | $3,203-66.6% |
| Admin fee / account holder | $305 | $4,393-93.1% | $5,480-94.4% | $4,296-92.9% |