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 | $37,195 | $89,753-58.6% | $107,525-65.4% | $84,808-56.1% |
| Participation rate | 31.9% | 68.1%-36.1pp | 75.1%-43.1pp | 68.3%-36.4pp |
| Annual return | 13.84% | 29.48%-15.6pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,321 | $4,056-67.4% | $5,116-74.2% | $4,212-68.6% |
| Admin fee / account holder | $4,174 | $7,222-42.2% | $8,919-53.2% | $7,344-43.2% |