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 | $34,960 | $53,018-34.1% | $70,014-50.1% | $62,891-44.4% |
| Participation rate | 35.1% | 67.2%-32.1pp | 71.8%-36.7pp | 69.3%-34.2pp |
| Annual return | 5.98% | 13.35%-7.4pp | 12.99%-7.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $818 | $2,395-65.8% | $2,931-72.1% | $3,203-74.4% |
| Admin fee / account holder | $2,117 | $3,690-42.6% | $4,380-51.7% | $4,296-50.7% |