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 | $31,449 | $91,190-65.5% | $178,490-82.4% | $79,858-60.6% |
| Participation rate | 24.6% | 69.2%-44.6pp | 81.9%-57.3pp | 69.6%-45.0pp |
| Annual return | 23.09% | 24.19%-1.1pp | 151.07%-128.0pp | 31.71%-8.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $390 | $3,236-88.0% | $5,202-92.5% | $3,740-89.6% |
| Admin fee / account holder | $3,038 | $6,751-55.0% | $13,984-78.3% | $5,306-42.7% |