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 | $117,020 | $69,515+68.3% | $86,874+34.7% | $85,850+36.3% |
| Participation rate | 34.2% | 66.3%-32.1pp | 71.6%-37.4pp | 69.3%-35.1pp |
| Annual return | 12.19% | 20.12%-7.9pp | 63.52%-51.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $397 | $2,919-86.4% | $3,699-89.3% | $3,952-90.0% |
| Admin fee / account holder | $18,551 | $5,972+210.6% | $5,828+218.3% | $6,260+196.3% |