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 | $45,741 | $72,492-36.9% | $87,100-47.5% | $72,985-37.3% |
| Participation rate | 24.7% | 72.8%-48.1pp | 76.9%-52.1pp | 69.5%-44.8pp |
| Annual return | 22.05% | 24.46%-2.4pp | 28.19%-6.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $811 | $3,270-75.2% | $4,049-80.0% | $3,607-77.5% |
| Admin fee / account holder | $10,863 | $5,055+114.9% | $7,497+44.9% | $5,124+112.0% |