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 | $41,622 | $127,100-67.3% | $105,738-60.6% | $135,375-69.3% |
| Participation rate | 42.9% | 82.7%-39.8pp | 76.3%-33.5pp | 82.6%-39.8pp |
| Annual return | 14.34% | 4.49%+9.8pp | 6.27%+8.1pp | 519.73%-505.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $310 | $5,064-93.9% | $4,080-92.4% | $5,609-94.5% |
| Admin fee / account holder | $300 | $9,087-96.7% | $6,913-95.7% | $10,827-97.2% |