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 | $34,533 | $100,923-65.8% | $150,045-77.0% | $74,304-53.5% |
| Participation rate | 18.8% | 70.1%-51.3pp | 82.3%-63.5pp | 60.3%-41.5pp |
| Annual return | 16.41% | 51.77%-35.4pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $750 | $6,709-88.8% | $7,997-90.6% | $3,767-80.1% |
| Admin fee / account holder | $366 | $2,767-86.8% | $13,435-97.3% | $2,969-87.7% |