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 | $50,750 | $106,749-52.5% | $145,433-65.1% | $82,448-38.4% |
| Participation rate | 14.1% | 75.6%-61.6pp | 82.1%-68.1pp | 68.1%-54.0pp |
| Annual return | 16.92% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,196 | $6,519-81.7% | $7,897-84.9% | $4,139-71.1% |
| Admin fee / account holder | $5,222 | $8,390-37.8% | $13,129-60.2% | $7,234-27.8% |