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 | $49,787 | $86,286-42.3% | $111,297-55.3% | $85,850-42.0% |
| Participation rate | 40.5% | 73.3%-32.8pp | 77.3%-36.8pp | 69.3%-28.8pp |
| Annual return | 14.00% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,221 | $3,641-66.5% | $4,487-72.8% | $3,952-69.1% |
| Admin fee / account holder | $4,303 | $8,188-47.5% | $7,964-46.0% | $6,260-31.3% |