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 | $66,059 | $91,552-27.8% | $133,956-50.7% | $79,858-17.3% |
| Participation rate | 46.9% | 73.3%-26.4pp | 79.8%-32.9pp | 69.6%-22.7pp |
| Annual return | 13.18% | 61.85%-48.7pp | 45.09%-31.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $366 | $3,733-90.2% | $5,048-92.8% | $3,740-90.2% |
| Admin fee / account holder | $6,638 | $6,321+5.0% | $8,927-25.6% | $5,306+25.1% |