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 | $70,730 | $70,428+0.4% | $96,562-26.8% | $85,850-17.6% |
| Participation rate | 42.3% | 61.8%-19.5pp | 69.8%-27.5pp | 69.3%-27.0pp |
| Annual return | 13.41% | 18.59%-5.2pp | 37.78%-24.4pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $995 | $2,894-65.6% | $3,849-74.1% | $3,952-74.8% |
| Admin fee / account holder | $354 | $4,997-92.9% | $6,181-94.3% | $6,260-94.3% |