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 | $34,911 | $124,319-71.9% | $111,297-68.6% | $167,490-79.2% |
| Participation rate | 35.3% | 79.6%-44.3pp | 77.3%-42.0pp | 82.1%-46.8pp |
| Annual return | 13.30% | 37.44%-24.1pp | 54.65%-41.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $992 | $5,180-80.8% | $4,487-77.9% | $6,341-84.4% |
| Admin fee / account holder | $2,340 | $10,618-78.0% | $7,964-70.6% | $12,309-81.0% |