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 | $34,941 | $73,787-52.6% | $98,716-64.6% | $82,448-57.6% |
| Participation rate | 19.0% | 61.4%-42.4pp | 69.3%-50.2pp | 68.1%-49.0pp |
| Annual return | 12.57% | 18.57%-6.0pp | 31.81%-19.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $223 | $3,081-92.8% | $4,048-94.5% | $4,139-94.6% |
| Admin fee / account holder | $3,257 | $6,500-49.9% | $8,703-62.6% | $7,234-55.0% |