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 | $41,627 | $79,944-47.9% | $98,439-57.7% | $75,163-44.6% |
| Participation rate | 38.6% | 70.4%-31.7pp | 75.2%-36.5pp | 67.2%-28.6pp |
| Annual return | 14.07% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,570 | $3,752-58.2% | $4,738-66.9% | $4,125-61.9% |
| Admin fee / account holder | $867 | $6,840-87.3% | $8,948-90.3% | $5,651-84.7% |