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 | $49,819 | $127,065-60.8% | $113,168-56.0% | $142,382-65.0% |
| Participation rate | 15.0% | 79.2%-64.2pp | 76.6%-61.6pp | 80.1%-65.1pp |
| Annual return | 14.11% | 24.03%-9.9pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $403 | $5,716-93.0% | $5,107-92.1% | $6,507-93.8% |
| Admin fee / account holder | $10,700 | $15,736-32.0% | $12,068-11.3% | $12,624-15.2% |