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 | $30,096 | $58,828-48.8% | $77,999-61.4% | $62,891-52.1% |
| Participation rate | 21.4% | 71.1%-49.6pp | 75.5%-54.1pp | 69.3%-47.9pp |
| Annual return | 4.80% | 17.16%-12.4pp | 425.96%-421.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $746 | $2,686-72.2% | $3,497-78.7% | $3,203-76.7% |
| Admin fee / account holder | $7,376 | $4,393+67.9% | $5,480+34.6% | $4,296+71.7% |