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 | $41,999 | $100,923-58.4% | $150,045-72.0% | $74,304-43.5% |
| Participation rate | 30.5% | 70.1%-39.6pp | 82.3%-51.8pp | 60.3%-29.9pp |
| Annual return | 15.06% | 51.77%-36.7pp | 62.55%-47.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,632 | $6,709-75.7% | $7,997-79.6% | $3,767-56.7% |
| Admin fee / account holder | $9,819 | $2,767+254.9% | $13,435-26.9% | $2,969+230.7% |