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 | $30,946 | $46,869-34.0% | $122,332-74.7% | $70,131-55.9% |
| Participation rate | 16.7% | 58.2%-41.5pp | 71.6%-55.0pp | 69.5%-52.9pp |
| Annual return | 15.79% | 24.22%-8.4pp | 30.27%-14.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $128 | $2,166-94.1% | $3,287-96.1% | $3,332-96.1% |
| Admin fee / account holder | $316 | $3,322-90.5% | $5,478-94.2% | $4,645-93.2% |