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 | $47,423 | $110,257-57.0% | $96,544-50.9% | $139,434-66.0% |
| Participation rate | 17.6% | 78.1%-60.4pp | 76.0%-58.3pp | 80.3%-62.7pp |
| Annual return | 11.45% | 26.32%-14.9pp | 25.84%-14.4pp | 372.94%-361.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $119 | $5,548-97.9% | $4,851-97.6% | $6,710-98.2% |
| Admin fee / account holder | $830 | $11,591-92.8% | $8,252-89.9% | $11,403-92.7% |