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 | $34,874 | $48,364-27.9% | $71,796-51.4% | $62,891-44.5% |
| Participation rate | 44.3% | 60.6%-16.3pp | 69.1%-24.8pp | 69.3%-25.0pp |
| Annual return | 20.42% | 13.16%+7.3pp | 78.04%-57.6pp | 20.14%+0.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $477 | $2,091-77.2% | $2,794-82.9% | $3,203-85.1% |
| Admin fee / account holder | $633 | $3,771-83.2% | $4,815-86.9% | $4,296-85.3% |