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 | $38,577 | $78,705-51.0% | $117,854-67.3% | $70,131-45.0% |
| Participation rate | 37.6% | 73.2%-35.5pp | 79.7%-42.0pp | 69.5%-31.9pp |
| Annual return | 16.85% | 23.30%-6.4pp | 335.08%-318.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $713 | $3,297-78.4% | $4,482-84.1% | $3,332-78.6% |
| Admin fee / account holder | $3,409 | $5,065-32.7% | $8,020-57.5% | $4,645-26.6% |