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 | $29,990 | $71,050-57.8% | $93,606-68.0% | $80,856-62.9% |
| Participation rate | 67.3% | 60.4%+6.9pp | 68.7%-1.4pp | 67.6%-0.4pp |
| Annual return | 10.47% | 11.26%-0.8pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,301 | $1,564-16.8% | $2,420-46.2% | $2,755-52.8% |
| Participant deferral / active EE | $1,141 | $4,034-71.7% | $4,411-74.1% | $4,296-73.4% |
| Admin fee / account holder | $19,092 | $6,945+174.9% | $8,285+130.4% | $6,918+176.0% |