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 | $15,946 | $202,432-92.1% | $169,368-90.6% | $139,434-88.6% |
| Participation rate | 11.8% | 81.1%-69.3pp | 77.1%-65.4pp | 80.3%-68.6pp |
| Annual return | 12.00% | 531.74%-519.7pp | 405.60%-393.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $69 | $6,938-99.0% | $6,221-98.9% | $6,710-99.0% |
| Admin fee / account holder | $2,305 | $10,708-78.5% | $9,003-74.4% | $11,403-79.8% |