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 | $46,439 | $111,724-58.4% | $93,606-50.4% | $145,922-68.2% |
| Participation rate | 31.6% | 74.2%-42.6pp | 68.7%-37.1pp | 80.3%-48.7pp |
| Annual return | 12.08% | 202.98%-190.9pp | 133.20%-121.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $848 | $4,912-82.7% | $4,411-80.8% | $6,688-87.3% |
| Admin fee / account holder | $10,913 | $10,250+6.5% | $8,285+31.7% | $13,397-18.5% |