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 | $16,481 | $64,307-74.4% | $57,343-71.3% | $125,391-86.9% |
| Participation rate | 44.4% | 78.6%-34.2pp | 75.1%-30.6pp | 83.2%-38.7pp |
| Annual return | 1.04% | 25.12%-24.1pp | 24.39%-23.4pp | 282.22%-281.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $716 | $3,848-81.4% | $3,162-77.4% | $5,352-86.6% |
| Admin fee / account holder | $536 | $5,242-89.8% | $3,356-84.0% | $9,540-94.4% |