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 | $56,767 | $117,841-51.8% | $102,423-44.6% | $145,922-61.1% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 17.40% | 31.65%-14.2pp | 29.32%-11.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $412 | $5,731-92.8% | $5,053-91.8% | $6,688-93.8% |
| Admin fee / account holder | $1,453 | $13,326-89.1% | $9,451-84.6% | $13,397-89.2% |