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 | $47,161 | $54,193-13.0% | $93,606-49.6% | $77,643-39.3% |
| Participation rate | 16.1% | 63.9%-47.8pp | 68.7%-52.6pp | 70.6%-54.5pp |
| Annual return | 14.73% | 30.54%-15.8pp | 133.20%-118.5pp | 31.24%-16.5pp |
| Employer contribution / active EE | $376 | $1,168-67.8% | $2,420-84.5% | $2,726-86.2% |
| Participant deferral / active EE | $509 | $3,144-83.8% | $4,411-88.5% | $4,647-89.1% |
| Admin fee / account holder | $1,247 | $576+116.6% | $8,285-85.0% | $430+189.6% |