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 | $24,371 | $88,594-72.5% | $70,092-65.2% | $134,475-81.9% |
| Participation rate | 38.1% | 74.9%-36.8pp | 70.5%-32.4pp | 81.2%-43.1pp |
| Annual return | 3.03% | 442.67%-439.6pp | 190.73%-187.7pp | 417.96%-414.9pp |
| Employer contribution / active EE | $383 | $3,233-88.2% | $2,559-85.0% | $4,740-91.9% |
| Participant deferral / active EE | $816 | $4,772-82.9% | $3,849-78.8% | $6,400-87.3% |
| Admin fee / account holder | $881 | $10,441-91.6% | $6,267-85.9% | $11,426-92.3% |