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 | $52,859 | $65,365-19.1% | $92,893-43.1% | $72,985-27.6% |
| Participation rate | 27.5% | 68.3%-40.8pp | 76.0%-48.5pp | 69.5%-42.0pp |
| Annual return | 23.94% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $760 | $3,128-75.7% | $4,236-82.1% | $3,607-78.9% |
| Admin fee / account holder | $4,010 | $4,251-5.7% | $5,794-30.8% | $5,124-21.7% |