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 | $44,166 | $106,584-58.6% | $101,326-56.4% | $142,382-69.0% |
| Participation rate | 31.8% | 82.7%-50.9pp | 81.5%-49.7pp | 80.1%-48.3pp |
| Annual return | 13.86% | 36.93%-23.1pp | 36.82%-23.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,808 | $8,297-78.2% | $7,994-77.4% | $6,507-72.2% |
| Admin fee / account holder | $2,953 | $11,446-74.2% | $11,185-73.6% | $12,624-76.6% |