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 | $45,563 | $116,175-60.8% | $93,606-51.3% | $152,861-70.2% |
| Participation rate | 54.2% | 78.0%-23.9pp | 75.8%-21.7pp | 82.4%-28.3pp |
| Annual return | 14.41% | 35.96%-21.6pp | 32.76%-18.4pp | 345.32%-330.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $523 | $4,603-88.6% | $4,069-87.2% | $5,850-91.1% |
| Admin fee / account holder | $2,614 | $10,748-75.7% | $7,888-66.9% | $11,596-77.5% |