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 | $37,806 | $115,770-67.3% | $101,248-62.7% | $158,922-76.2% |
| Participation rate | 26.1% | 79.4%-53.3pp | 75.8%-49.7pp | 82.0%-55.9pp |
| Annual return | 12.06% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $553 | $4,957-88.8% | $4,370-87.3% | $5,982-90.8% |
| Admin fee / account holder | $2,020 | $7,245-72.1% | $5,945-66.0% | $11,246-82.0% |