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 | $42,241 | $100,041-57.8% | $149,718-71.8% | $70,131-39.8% |
| Participation rate | 61.5% | 83.6%-22.1pp | 87.1%-25.5pp | 69.5%-8.0pp |
| Annual return | 13.77% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,677 | $3,662-54.2% | $5,445-69.2% | $2,342-28.4% |
| Participant deferral / active EE | $2,027 | $4,983-59.3% | $6,569-69.1% | $3,332-39.2% |
| Admin fee / account holder | $1,587 | $8,286-80.8% | $11,283-85.9% | $4,645-65.8% |