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 | $54,902 | $54,541+0.7% | $78,778-30.3% | $70,131-21.7% |
| Participation rate | 26.3% | 60.8%-34.5pp | 69.2%-42.9pp | 69.5%-43.2pp |
| Annual return | 15.69% | 21.07%-5.4pp | 35.62%-19.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $583 | $2,210-73.6% | $2,958-80.3% | $3,332-82.5% |
| Admin fee / account holder | $485 | $3,709-86.9% | $5,134-90.6% | $4,645-89.6% |