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 | $52,274 | $99,985-47.7% | $146,665-64.4% | $85,850-39.1% |
| Participation rate | 65.0% | 73.1%-8.1pp | 80.1%-15.1pp | 69.3%-4.3pp |
| Annual return | 12.68% | 18.93%-6.2pp | 22.74%-10.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,296 | $4,006-67.6% | $5,506-76.5% | $3,952-67.2% |
| Admin fee / account holder | $5,735 | $7,702-25.5% | $10,280-44.2% | $6,260-8.4% |