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 | $52,679 | $83,337-36.8% | $67,834-22.3% | $273,961-80.8% |
| Participation rate | 39.1% | 76.4%-37.3pp | 68.8%-29.7pp | 83.0%-43.9pp |
| Annual return | 3.21% | 259.45%-256.2pp | 138.47%-135.3pp | 41.45%-38.2pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $501 | $4,088-87.7% | $3,160-84.1% | $5,287-90.5% |
| Admin fee / account holder | $1,776 | $6,752-73.7% | $4,622-61.6% | $10,132-82.5% |