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 | $31,548 | $115,708-72.7% | $65,255-51.7% | $139,434-77.4% |
| Participation rate | 18.2% | 67.8%-49.6pp | 65.0%-46.8pp | 80.3%-62.1pp |
| Annual return | 14.88% | 31.19%-16.3pp | 47.35%-32.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $397 | $4,240-90.6% | $2,831-86.0% | $6,710-94.1% |
| Admin fee / account holder | $3,125 | $6,698-53.4% | $4,112-24.0% | $11,403-72.6% |