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 | $58,471 | $118,680-50.7% | $98,907-40.9% | $158,922-63.2% |
| Participation rate | 35.0% | 77.8%-42.8pp | 76.0%-41.0pp | 82.0%-47.0pp |
| Annual return | 13.51% | 372.35%-358.8pp | 196.43%-182.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $627 | $5,088-87.7% | $4,244-85.2% | $5,982-89.5% |
| Admin fee / account holder | $7,471 | $10,131-26.3% | $6,642+12.5% | $11,246-33.6% |