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 | $41,595 | $114,237-63.6% | $119,258-65.1% | $167,490-75.2% |
| Participation rate | 39.1% | 83.7%-44.6pp | 82.7%-43.6pp | 82.1%-43.0pp |
| Annual return | 11.38% | 29.87%-18.5pp | 30.69%-19.3pp | 478.56%-467.2pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,187 | $6,084-80.5% | $6,111-80.6% | $6,341-81.3% |
| Admin fee / account holder | $5,714 | $8,932-36.0% | $7,226-20.9% | $12,309-53.6% |