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 | $23,156 | $45,073-48.6% | $69,455-66.7% | $72,985-68.3% |
| Participation rate | 17.9% | 68.5%-50.5pp | 74.6%-56.7pp | 69.5%-51.5pp |
| Annual return | 11.07% | 22.65%-11.6pp | 28.97%-17.9pp | 81.00%-69.9pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $595 | $2,602-77.1% | $3,535-83.2% | $3,607-83.5% |
| Admin fee / account holder | $4,294 | $3,056+40.5% | $3,839+11.8% | $5,124-16.2% |