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 | $41,587 | $91,190-54.4% | $178,490-76.7% | $79,858-47.9% |
| Participation rate | 13.0% | 69.2%-56.2pp | 81.9%-68.9pp | 69.6%-56.6pp |
| Annual return | 13.42% | 24.19%-10.8pp | 151.07%-137.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $388 | $3,256-88.1% | $5,011-92.3% | $2,471-84.3% |
| Participant deferral / active EE | $470 | $3,236-85.5% | $5,202-91.0% | $3,740-87.4% |
| Admin fee / account holder | $2,952 | $6,751-56.3% | $13,984-78.9% | $5,306-44.4% |