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 | $21,918 | $132,634-83.5% | $115,768-81.1% | $137,256-84.0% |
| Participation rate | 26.7% | 77.9%-51.2pp | 74.4%-47.7pp | 80.0%-53.3pp |
| Annual return | 17.84% | 160.70%-142.9pp | 100.46%-82.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $265 | $5,619-95.3% | $4,917-94.6% | $6,407-95.9% |
| Admin fee / account holder | $509 | $15,028-96.6% | $12,439-95.9% | $12,270-95.9% |