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 | $39,619 | $110,257-64.1% | $96,544-59.0% | $139,434-71.6% |
| Participation rate | 27.3% | 78.1%-50.8pp | 76.0%-48.7pp | 80.3%-53.0pp |
| Annual return | 9.62% | 26.32%-16.7pp | 25.84%-16.2pp | 372.94%-363.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $428 | $5,548-92.3% | $4,851-91.2% | $6,710-93.6% |
| Admin fee / account holder | $3,755 | $11,591-67.6% | $8,252-54.5% | $11,403-67.1% |