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 | $34,450 | $69,515-50.4% | $86,874-60.3% | $85,850-59.9% |
| Participation rate | 12.1% | 66.3%-54.2pp | 71.6%-59.5pp | 69.3%-57.2pp |
| Annual return | 15.07% | 20.12%-5.1pp | 63.52%-48.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $341 | $2,919-88.3% | $3,699-90.8% | $3,952-91.4% |
| Admin fee / account holder | $403 | $5,972-93.2% | $5,828-93.1% | $6,260-93.6% |