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 | $55,403 | $90,503-38.8% | $78,689-29.6% | $273,961-79.8% |
| Participation rate | 7.1% | 76.5%-69.4pp | 73.6%-66.4pp | 83.0%-75.9pp |
| Annual return | 2.82% | 75.60%-72.8pp | 62.18%-59.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $253 | $3,176-92.0% | $2,851-91.1% | $4,869-94.8% |
| Participant deferral / active EE | $240 | $3,901-93.8% | $3,517-93.2% | $5,287-95.5% |
| Admin fee / account holder | $27,020 | $5,263+413.4% | $4,510+499.0% | $10,132+166.7% |