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 | $43,622 | $99,652-56.2% | $78,778-44.6% | $147,584-70.4% |
| Participation rate | 46.7% | 76.2%-29.6pp | 69.2%-22.5pp | 82.8%-36.2pp |
| Annual return | 13.13% | 47.28%-34.2pp | 35.62%-22.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $543 | $3,664-85.2% | $2,958-81.6% | $5,439-90.0% |
| Admin fee / account holder | $5,689 | $7,155-20.5% | $5,134+10.8% | $10,885-47.7% |