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 | $36,245 | $58,512-38.1% | $84,015-56.9% | $72,985-50.3% |
| Participation rate | 11.9% | 61.2%-49.4pp | 69.0%-57.1pp | 69.5%-57.6pp |
| Annual return | 21.35% | 28.93%-7.6pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $400 | $2,394-83.3% | $3,239-87.7% | $3,607-88.9% |
| Admin fee / account holder | $552 | $4,569-87.9% | $6,101-91.0% | $5,124-89.2% |