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 | $52,033 | $85,022-38.8% | $70,515-26.2% | $139,434-62.7% |
| Participation rate | 11.8% | 73.9%-62.1pp | 68.3%-56.6pp | 80.3%-68.6pp |
| Annual return | 12.23% | 30.38%-18.2pp | 32.77%-20.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $158 | $5,890-97.3% | $4,567-96.5% | $6,710-97.6% |
| Admin fee / account holder | $85,837 | $8,906+863.8% | $6,412+1238.7% | $11,403+652.8% |