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 | $41,753 | $70,428-40.7% | $96,562-56.8% | $85,850-51.4% |
| Participation rate | 50.9% | 61.8%-10.9pp | 69.8%-18.9pp | 69.3%-18.4pp |
| Annual return | 22.15% | 18.59%+3.6pp | 37.78%-15.6pp | 318.53%-296.4pp |
| Employer contribution / active EE | $309 | $1,413-78.1% | $2,356-86.9% | $2,565-88.0% |
| Participant deferral / active EE | $473 | $2,894-83.7% | $3,849-87.7% | $3,952-88.0% |
| Admin fee / account holder | $6,017 | $4,997+20.4% | $6,181-2.7% | $6,260-3.9% |