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 | $27,435 | $80,673-66.0% | $101,326-72.9% | $84,808-67.7% |
| Participation rate | 43.3% | 77.8%-34.4pp | 81.5%-38.2pp | 68.3%-25.0pp |
| Annual return | 16.63% | 38.95%-22.3pp | 36.82%-20.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,492 | $6,840-78.2% | $7,994-81.3% | $4,212-64.6% |
| Admin fee / account holder | $1,214 | $12,784-90.5% | $11,185-89.1% | $7,344-83.5% |