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 | $24,587 | $227,553-89.2% | $189,557-87.0% | $167,490-85.3% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.4%-34.7pp | 82.1%-38.4pp |
| Annual return | 17.11% | 78.40%-61.3pp | 64.17%-47.1pp | 478.56%-461.4pp |
| Employer contribution / active EE | $746 | $5,316-86.0% | $4,412-83.1% | $4,837-84.6% |
| Participant deferral / active EE | $931 | $7,002-86.7% | $6,174-84.9% | $6,341-85.3% |
| Admin fee / account holder | $3,421 | $11,878-71.2% | $9,807-65.1% | $12,309-72.2% |