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 | $47,213 | $71,050-33.6% | $93,606-49.6% | $80,856-41.6% |
| Participation rate | 21.2% | 60.4%-39.2pp | 68.7%-47.5pp | 67.6%-46.4pp |
| Annual return | 26.71% | 11.26%+15.5pp | 133.20%-106.5pp | 35.59%-8.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $165 | $4,034-95.9% | $4,411-96.3% | $4,296-96.2% |
| Admin fee / account holder | $604 | $6,945-91.3% | $8,285-92.7% | $6,918-91.3% |