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 | $57,315 | $70,428-18.6% | $96,562-40.6% | $85,850-33.2% |
| Participation rate | 13.4% | 61.8%-48.4pp | 69.8%-56.4pp | 69.3%-55.9pp |
| Annual return | 21.74% | 18.59%+3.1pp | 37.78%-16.0pp | 318.53%-296.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,249 | $2,894-56.8% | $3,849-67.5% | $3,952-68.4% |
| Admin fee / account holder | $4,750 | $4,997-4.9% | $6,181-23.1% | $6,260-24.1% |