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 | $13,074 | $104,664-87.5% | $85,682-84.7% | $167,490-92.2% |
| Participation rate | 33.3% | 76.4%-43.0pp | 69.9%-36.5pp | 82.1%-48.8pp |
| Annual return | 10.71% | 21.45%-10.7pp | 21.49%-10.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,066 | $4,824-77.9% | $3,923-72.8% | $6,341-83.2% |
| Admin fee / account holder | $3,149 | $10,032-68.6% | $6,873-54.2% | $12,309-74.4% |