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 | $47,825 | $51,175-6.5% | $70,515-32.2% | $75,163-36.4% |
| Participation rate | 37.0% | 60.9%-23.9pp | 68.3%-31.3pp | 67.2%-30.2pp |
| Annual return | 14.37% | 30.02%-15.7pp | 32.77%-18.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $803 | $2,849-71.8% | $4,567-82.4% | $4,125-80.5% |
| Admin fee / account holder | $746 | $4,091-81.8% | $6,412-88.4% | $5,651-86.8% |