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 | $37,215 | $99,652-62.7% | $78,778-52.8% | $147,584-74.8% |
| Participation rate | 38.5% | 76.2%-37.8pp | 69.2%-30.7pp | 82.8%-44.4pp |
| Annual return | 11.38% | 47.28%-35.9pp | 35.62%-24.2pp | 578.55%-567.2pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $621 | $3,664-83.0% | $2,958-79.0% | $5,439-88.6% |
| Admin fee / account holder | $530 | $7,155-92.6% | $5,134-89.7% | $10,885-95.1% |