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 | $43,089 | $70,669-39.0% | $169,368-74.6% | $75,163-42.7% |
| Participation rate | 27.8% | 64.8%-36.9pp | 77.1%-49.3pp | 67.2%-39.3pp |
| Annual return | 22.97% | 36.36%-13.4pp | 405.60%-382.6pp | 160.62%-137.6pp |
| Employer contribution / active EE | $633 | $2,211-71.4% | $4,013-84.2% | $2,670-76.3% |
| Participant deferral / active EE | $1,341 | $4,311-68.9% | $6,221-78.4% | $4,125-67.5% |
| Admin fee / account holder | $2,666 | $5,402-50.7% | $9,003-70.4% | $5,651-52.8% |