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 | $31,186 | $49,227-36.6% | $70,449-55.7% | $79,858-60.9% |
| Participation rate | 24.4% | 69.2%-44.8pp | 75.1%-50.7pp | 69.6%-45.2pp |
| Annual return | 11.33% | 30.06%-18.7pp | 109.03%-97.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $463 | $2,768-83.3% | $3,709-87.5% | $3,740-87.6% |
| Admin fee / account holder | $3,060 | $2,878+6.3% | $3,845-20.4% | $5,306-42.3% |