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 | $15,302 | $49,915-69.3% | $154,803-90.1% | $74,304-79.4% |
| Participation rate | 9.6% | 54.0%-44.4pp | 78.1%-68.5pp | 60.3%-50.8pp |
| Annual return | 13.01% | 34.06%-21.0pp | 58.88%-45.9pp | 29.43%-16.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $343 | $2,255-84.8% | $5,540-93.8% | $3,767-90.9% |
| Admin fee / account holder | $344 | $2,189-84.3% | $14,329-97.6% | $2,969-88.4% |