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 | $55,890 | $86,286-35.2% | $111,297-49.8% | $85,850-34.9% |
| Participation rate | 51.9% | 73.3%-21.4pp | 77.3%-25.4pp | 69.3%-17.4pp |
| Annual return | 14.17% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,293 | $3,641-64.5% | $4,487-71.2% | $3,952-67.3% |
| Admin fee / account holder | $5,557 | $8,188-32.1% | $7,964-30.2% | $6,260-11.2% |