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 | $46,067 | $104,664-56.0% | $85,682-46.2% | $167,490-72.5% |
| Participation rate | 45.8% | 76.4%-30.5pp | 69.9%-24.0pp | 82.1%-36.3pp |
| Annual return | 10.77% | 21.45%-10.7pp | 21.49%-10.7pp | 478.56%-467.8pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $499 | $4,824-89.6% | $3,923-87.3% | $6,341-92.1% |
| Admin fee / account holder | $5,834 | $10,032-41.8% | $6,873-15.1% | $12,309-52.6% |