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 | $25,669 | $115,882-77.8% | $100,516-74.5% | $158,922-83.8% |
| Participation rate | 36.8% | 81.6%-44.7pp | 79.4%-42.6pp | 82.0%-45.1pp |
| Annual return | 16.79% | 34.79%-18.0pp | 30.89%-14.1pp | 302.83%-286.0pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $853 | $6,674-87.2% | $6,270-86.4% | $5,982-85.7% |
| Admin fee / account holder | $16,468 | $10,995+49.8% | $8,081+103.8% | $11,246+46.4% |