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 | $49,499 | $112,096-55.8% | $95,952-48.4% | $158,922-68.9% |
| Participation rate | 68.2% | 79.0%-10.8pp | 77.1%-8.9pp | 82.0%-13.8pp |
| Annual return | 11.49% | 171.09%-159.6pp | 91.61%-80.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $477 | $4,784-90.0% | $4,167-88.6% | $5,982-92.0% |
| Admin fee / account holder | $3,765 | $10,130-62.8% | $6,795-44.6% | $11,246-66.5% |