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 | $50,395 | $76,367-34.0% | $93,606-46.2% | $72,985-31.0% |
| Participation rate | 26.8% | 71.7%-45.0pp | 75.8%-49.0pp | 69.5%-42.7pp |
| Annual return | 28.92% | 25.82%+3.1pp | 32.76%-3.8pp | 81.00%-52.1pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $826 | $3,538-76.7% | $4,069-79.7% | $3,607-77.1% |
| Admin fee / account holder | $364 | $6,838-94.7% | $7,888-95.4% | $5,124-92.9% |