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 | $105,531 | $117,859-10.5% | $102,438+3.0% | $145,959-27.7% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 10.88% | 31.72%-20.8pp | 29.37%-18.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,266 | $5,732-77.9% | $5,054-74.9% | $6,689-81.1% |
| Admin fee / account holder | $8,994 | $13,318-32.5% | $9,448-4.8% | $13,398-32.9% |