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 | $26,584 | $95,266-72.1% | $82,389-67.7% | $142,382-81.3% |
| Participation rate | 69.2% | 74.5%-5.2pp | 69.5%-0.3pp | 80.1%-10.9pp |
| Annual return | 12.42% | 25.74%-13.3pp | 28.67%-16.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $389 | $4,809-91.9% | $4,155-90.6% | $6,507-94.0% |
| Admin fee / account holder | $4,302 | $8,563-49.8% | $7,231-40.5% | $12,624-65.9% |