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 | $38,126 | $98,750-61.4% | $149,696-74.5% | $79,858-52.3% |
| Participation rate | 29.2% | 75.8%-46.6pp | 82.5%-53.3pp | 69.6%-40.5pp |
| Annual return | 12.62% | 27.43%-14.8pp | 276.60%-264.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,285 | $5,680-77.4% | $6,842-81.2% | $3,740-65.7% |
| Admin fee / account holder | $3,119 | $6,053-48.5% | $9,309-66.5% | $5,306-41.2% |