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 | $24,605 | $77,899-68.4% | $149,673-83.6% | $75,163-67.3% |
| Participation rate | 14.6% | 65.6%-50.9pp | 78.8%-64.1pp | 67.2%-52.6pp |
| Annual return | 15.07% | 31.72%-16.7pp | 134.42%-119.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $429 | $3,411-87.4% | $5,680-92.4% | $4,125-89.6% |
| Admin fee / account holder | $668 | $5,956-88.8% | $13,210-94.9% | $5,651-88.2% |