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 | $36,403 | $81,208-55.2% | $98,907-63.2% | $79,858-54.4% |
| Participation rate | 40.0% | 72.5%-32.5pp | 76.0%-36.0pp | 69.6%-29.6pp |
| Annual return | 12.09% | 60.99%-48.9pp | 196.43%-184.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $464 | $1,960-76.3% | $2,689-82.7% | $2,471-81.2% |
| Participant deferral / active EE | $616 | $3,265-81.1% | $4,244-85.5% | $3,740-83.5% |
| Admin fee / account holder | $13,413 | $6,013+123.1% | $6,642+102.0% | $5,306+152.8% |