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 | $30,419 | $99,079-69.3% | $77,999-61.0% | $273,961-88.9% |
| Participation rate | 29.2% | 78.6%-49.4pp | 75.5%-46.4pp | 83.0%-53.8pp |
| Annual return | 4.50% | 217.93%-213.4pp | 425.96%-421.5pp | 41.45%-37.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $478 | $4,306-88.9% | $3,497-86.3% | $5,287-91.0% |
| Admin fee / account holder | $6,108 | $8,954-31.8% | $5,480+11.4% | $10,132-39.7% |