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 | $25,268 | $58,927-57.1% | $76,817-67.1% | $72,985-65.4% |
| Participation rate | 62.0% | 67.3%-5.3pp | 72.1%-10.1pp | 69.5%-7.5pp |
| Annual return | 43.68% | 2305.64%-2262.0pp | 1166.11%-1122.4pp | 81.00%-37.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $847 | $2,690-68.5% | $3,336-74.6% | $3,607-76.5% |
| Admin fee / account holder | $2,384 | $4,013-40.6% | $6,420-62.9% | $5,124-53.5% |