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 | $26,945 | $126,574-78.7% | $106,213-74.6% | $145,922-81.5% |
| Participation rate | 36.4% | 77.6%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 11.50% | 224.79%-213.3pp | 116.14%-104.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $645 | $5,724-88.7% | $5,016-87.1% | $6,688-90.4% |
| Admin fee / account holder | $17,601 | $17,304+1.7% | $11,033+59.5% | $13,397+31.4% |