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 | $34,618 | $118,450-70.8% | $98,439-64.8% | $139,434-75.2% |
| Participation rate | 52.6% | 77.4%-24.8pp | 75.2%-22.5pp | 80.3%-27.7pp |
| Annual return | 12.24% | 18.94%-6.7pp | 21.16%-8.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,279 | $5,392-76.3% | $4,738-73.0% | $6,710-80.9% |
| Admin fee / account holder | $14,517 | $14,026+3.5% | $8,948+62.2% | $11,403+27.3% |