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 | $83,991 | $179,726-53.3% | $156,263-46.3% | $142,382-41.0% |
| Participation rate | 23.8% | 82.1%-58.3pp | 78.9%-55.1pp | 80.1%-56.3pp |
| Annual return | 17.49% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,331 | $6,956-80.9% | $6,158-78.4% | $6,507-79.5% |
| Admin fee / account holder | $6,413 | $17,272-62.9% | $14,255-55.0% | $12,624-49.2% |