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 9-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 | $85,467 | $87,733-2.6% | $106,548-19.8% | $85,850-0.4% |
| Participation rate | 24.3% | 71.9%-47.6pp | 76.1%-51.8pp | 69.3%-45.0pp |
| Annual return | 17.04% | 21.86%-4.8pp | 26.80%-9.8pp | 318.53%-301.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,416 | $3,469-59.2% | $4,398-67.8% | $3,952-64.2% |
| Admin fee / account holder | $3,165 | $6,767-53.2% | $7,407-57.3% | $6,260-49.4% |