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 | $40,895 | $64,919-37.0% | $392,568-89.6% | $65,185-37.3% |
| Participation rate | 3.6% | 72.0%-68.4pp | 78.1%-74.4pp | 70.2%-66.6pp |
| Annual return | 20.81% | 26.09%-5.3pp | 24.42%-3.6pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $2,374-100.0% | $3,783-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5 | $3,668-99.9% | $5,985-99.9% | $3,514-99.9% |
| Admin fee / account holder | $8,802 | $634+1288.7% | $6,260+40.6% | $847+939.1% |