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 | $50,665 | $104,251-51.4% | $91,001-44.3% | $147,584-65.7% |
| Participation rate | 21.4% | 78.2%-56.8pp | 75.6%-54.2pp | 82.8%-61.4pp |
| Annual return | 16.13% | 27.06%-10.9pp | 4.60%+11.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $889 | $4,195-78.8% | $3,547-75.0% | $5,439-83.7% |
| Admin fee / account holder | $12,086 | $8,948+35.1% | $5,417+123.1% | $10,885+11.0% |