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 | $37,598 | $105,859-64.5% | $90,160-58.3% | $147,584-74.5% |
| Participation rate | 46.2% | 79.7%-33.6pp | 76.9%-30.7pp | 82.8%-36.7pp |
| Annual return | 14.91% | 37.63%-22.7pp | 34.88%-20.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,583 | $5,733-72.4% | $5,288-70.1% | $5,439-70.9% |
| Admin fee / account holder | $6,111 | $8,046-24.1% | $5,943+2.8% | $10,885-43.9% |