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 | $46,064 | $99,341-53.6% | $84,750-45.6% | $273,961-83.2% |
| Participation rate | 26.3% | 80.7%-54.4pp | 76.6%-50.3pp | 83.0%-56.7pp |
| Annual return | 3.71% | 22.93%-19.2pp | 22.78%-19.1pp | 41.45%-37.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $489 | $4,269-88.5% | $3,712-86.8% | $5,287-90.7% |
| Admin fee / account holder | $327 | $6,644-95.1% | $5,332-93.9% | $10,132-96.8% |