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 | $32,966 | $99,957-67.0% | $149,696-78.0% | $73,488-55.1% |
| Participation rate | 22.9% | 75.7%-52.8pp | 82.5%-59.6pp | 70.7%-47.8pp |
| Annual return | 14.48% | 53.87%-39.4pp | 276.60%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $580 | $6,073-90.4% | $6,842-91.5% | $3,740-84.5% |
| Admin fee / account holder | $397 | $551-27.9% | $9,309-95.7% | $513-22.6% |