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 | $42,110 | $78,705-46.5% | $117,854-64.3% | $70,131-40.0% |
| Participation rate | 38.9% | 73.2%-34.3pp | 79.7%-40.8pp | 69.5%-30.7pp |
| Annual return | 13.53% | 23.30%-9.8pp | 335.08%-321.5pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $819 | $3,297-75.2% | $4,482-81.7% | $3,332-75.4% |
| Admin fee / account holder | $460 | $5,065-90.9% | $8,020-94.3% | $4,645-90.1% |