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 | $26,905 | $57,828-53.5% | $117,039-77.0% | $70,131-61.6% |
| Participation rate | 21.9% | 67.1%-45.2pp | 77.2%-55.3pp | 69.5%-47.6pp |
| Annual return | 13.50% | 17.55%-4.1pp | 18.95%-5.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $261 | $2,438-89.3% | $3,929-93.4% | $3,332-92.2% |
| Admin fee / account holder | $4,777 | $3,548+34.6% | $5,974-20.0% | $4,645+2.8% |