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 | $49,128 | $110,257-55.4% | $96,544-49.1% | $139,434-64.8% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 26.64% | 26.32%+0.3pp | 25.84%+0.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,346 | $5,548-75.7% | $4,851-72.2% | $6,710-79.9% |
| Admin fee / account holder | $3,192 | $11,591-72.5% | $8,252-61.3% | $11,403-72.0% |