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 | $54,330 | $86,922-37.5% | $102,438-47.0% | $80,874-32.8% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.6%-47.6pp |
| Annual return | 14.17% | 18.90%-4.7pp | 29.37%-15.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $172 | $4,119-95.8% | $5,054-96.6% | $4,297-96.0% |
| Admin fee / account holder | $723 | $8,050-91.0% | $9,448-92.3% | $6,935-89.6% |