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 | $37,428 | $58,264-35.8% | $86,612-56.8% | $71,457-47.6% |
| Participation rate | 29.0% | 65.0%-36.0pp | 71.7%-42.7pp | 67.9%-38.9pp |
| Annual return | 15.28% | 21.63%-6.4pp | 591.07%-575.8pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,719 | $2,574-33.2% | $3,022-43.1% | $2,588-33.6% |
| Participant deferral / active EE | $786 | $3,436-77.1% | $4,438-82.3% | $4,289-81.7% |
| Admin fee / account holder | $6,509 | $1,057+515.8% | $5,614+15.9% | $1,587+310.1% |