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 | $38,278 | $60,892-37.1% | $82,389-53.5% | $84,808-54.9% |
| Participation rate | 2.1% | 63.3%-61.2pp | 69.5%-67.4pp | 68.3%-66.2pp |
| Annual return | 14.44% | 37.29%-22.9pp | 28.67%-14.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4 | $3,179-99.9% | $4,155-99.9% | $4,212-99.9% |
| Admin fee / account holder | $353 | $5,467-93.5% | $7,231-95.1% | $7,344-95.2% |