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 | $61,362 | $86,929-29.4% | $102,423-40.1% | $80,856-24.1% |
| Participation rate | 45.2% | 72.4%-27.2pp | 76.5%-31.3pp | 67.6%-22.5pp |
| Annual return | 25.24% | 18.88%+6.4pp | 29.32%-4.1pp | 35.59%-10.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,831 | $4,118-55.5% | $5,053-63.8% | $4,296-57.4% |
| Admin fee / account holder | $2,666 | $8,049-66.9% | $9,451-71.8% | $6,918-61.5% |