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 | $57,314 | $55,932+2.5% | $76,735-25.3% | $67,986-15.7% |
| Participation rate | 14.1% | 50.8%-36.7pp | 69.5%-55.4pp | 57.2%-43.1pp |
| Annual return | 14.18% | 23.10%-8.9pp | 29.77%-15.6pp | 31.67%-17.5pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $332 | $2,558-87.0% | $4,088-91.9% | $3,358-90.1% |
| Admin fee / account holder | $5,273 | $4,907+7.5% | $7,189-26.7% | $3,203+64.6% |