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 3-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 | $23,993 | $108,919-78.0% | $100,391-76.1% | $145,922-83.6% |
| Participation rate | 57.1% | 82.9%-25.8pp | 81.5%-24.3pp | 80.3%-23.1pp |
| Annual return | 29.74% | 57.88%-28.1pp | 49.20%-19.5pp | 561.29%-531.5pp |
| Employer contribution / active EE | $3,706 | $4,419-16.1% | $3,942-6.0% | $4,660-20.5% |
| Participant deferral / active EE | $1,551 | $8,445-81.6% | $8,082-80.8% | $6,688-76.8% |
| Admin fee / account holder | $1,493 | $9,689-84.6% | $7,899-81.1% | $13,397-88.9% |