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 | $36,213 | $43,723-17.2% | $121,196-70.1% | $64,186-43.6% |
| Participation rate | 22.5% | 58.3%-35.8pp | 71.7%-49.2pp | 69.6%-47.1pp |
| Annual return | 7.11% | 68.91%-61.8pp | 16.93%-9.8pp | 7.63%-0.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $825 | $2,280-63.8% | $3,344-75.3% | $3,470-76.2% |
| Admin fee / account holder | $3,532 | $3,501+0.9% | $5,019-29.6% | $4,888-27.7% |