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 | $49,858 | $85,202-41.5% | $172,739-71.1% | $72,985-31.7% |
| Participation rate | 35.0% | 70.1%-35.1pp | 82.6%-47.6pp | 69.5%-34.5pp |
| Annual return | 25.77% | 27.32%-1.5pp | 802.84%-777.1pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $807 | $3,260-75.2% | $5,198-84.5% | $3,607-77.6% |
| Admin fee / account holder | $907 | $5,884-84.6% | $13,954-93.5% | $5,124-82.3% |