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 | $42,576 | $79,171-46.2% | $102,423-58.4% | $74,495-42.8% |
| Participation rate | 50.4% | 74.8%-24.4pp | 76.5%-26.1pp | 67.2%-16.8pp |
| Annual return | 33.95% | 54.93%-21.0pp | 29.32%+4.6pp | 1364.94%-1331.0pp |
| Employer contribution / active EE | $846 | $2,362-64.2% | $3,023-72.0% | $2,623-67.7% |
| Participant deferral / active EE | $1,608 | $4,415-63.6% | $5,053-68.2% | $4,346-63.0% |
| Admin fee / account holder | $2,680 | $2,001+34.0% | $9,451-71.6% | $1,942+38.0% |