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 | $64,101 | $81,208-21.1% | $98,907-35.2% | $79,858-19.7% |
| Participation rate | 24.0% | 72.5%-48.5pp | 76.0%-52.0pp | 69.6%-45.6pp |
| Annual return | 11.56% | 60.99%-49.4pp | 196.43%-184.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $352 | $3,265-89.2% | $4,244-91.7% | $3,740-90.6% |
| Admin fee / account holder | $536 | $6,013-91.1% | $6,642-91.9% | $5,306-89.9% |