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 | $44,657 | $100,754-55.7% | $86,677-48.5% | $134,475-66.8% |
| Participation rate | 43.5% | 78.9%-35.5pp | 76.6%-33.1pp | 81.2%-37.7pp |
| Annual return | 2.55% | 29.04%-26.5pp | 35.91%-33.4pp | 417.96%-415.4pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $587 | $5,338-89.0% | $4,656-87.4% | $6,400-90.8% |
| Admin fee / account holder | $8,198 | $10,926-25.0% | $7,493+9.4% | $11,426-28.3% |