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 | $35,544 | $56,317-36.9% | $71,209-50.1% | $74,304-52.2% |
| Participation rate | 30.6% | 55.1%-24.5pp | 73.8%-43.1pp | 60.3%-29.7pp |
| Annual return | 13.09% | 42.83%-29.7pp | 282.51%-269.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $504 | $2,160-76.7% | $2,721-81.5% | $2,241-77.5% |
| Participant deferral / active EE | $197 | $2,788-92.9% | $4,175-95.3% | $3,767-94.8% |
| Admin fee / account holder | $14,324 | $2,290+525.6% | $5,349+167.8% | $2,969+382.5% |