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 | $37,133 | $118,680-68.7% | $98,907-62.5% | $158,922-76.6% |
| Participation rate | 53.8% | 77.8%-24.0pp | 76.0%-22.2pp | 82.0%-28.1pp |
| Annual return | 13.35% | 372.35%-359.0pp | 196.43%-183.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,071 | $5,088-78.9% | $4,244-74.8% | $5,982-82.1% |
| Admin fee / account holder | $2,425 | $10,131-76.1% | $6,642-63.5% | $11,246-78.4% |