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 | $46,449 | $91,037-49.0% | $71,671-35.2% | $147,584-68.5% |
| Participation rate | 29.2% | 76.1%-47.0pp | 68.7%-39.6pp | 82.8%-53.7pp |
| Annual return | 21.82% | 20.48%+1.3pp | 20.65%+1.2pp | 578.55%-556.7pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $814 | $4,498-81.9% | $3,438-76.3% | $5,439-85.0% |
| Admin fee / account holder | $12,880 | $8,613+49.6% | $5,558+131.7% | $10,885+18.3% |