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 | $51,850 | $54,541-4.9% | $78,778-34.2% | $70,131-26.1% |
| Participation rate | 18.5% | 60.8%-42.3pp | 69.2%-50.7pp | 69.5%-51.0pp |
| Annual return | 13.63% | 21.07%-7.4pp | 35.62%-22.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $293 | $2,210-86.8% | $2,958-90.1% | $3,332-91.2% |
| Admin fee / account holder | $17,379 | $3,709+368.6% | $5,134+238.5% | $4,645+274.1% |