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 | $45,713 | $80,705-43.4% | $115,768-60.5% | $67,986-32.8% |
| Participation rate | 25.7% | 63.0%-37.2pp | 74.4%-48.7pp | 57.2%-31.5pp |
| Annual return | 15.21% | 18.49%-3.3pp | 100.46%-85.2pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,089 | $3,559-69.4% | $4,917-77.9% | $3,358-67.6% |
| Admin fee / account holder | $5,806 | $4,135+40.4% | $12,439-53.3% | $3,203+81.3% |