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 | $24,257 | $43,423-44.1% | $78,689-69.2% | $55,167-56.0% |
| Participation rate | 12.3% | 68.0%-55.8pp | 73.6%-61.3pp | 69.0%-56.7pp |
| Annual return | 5.78% | 11.53%-5.8pp | 62.18%-56.4pp | 169.23%-163.5pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $197 | $2,509-92.1% | $3,517-94.4% | $3,054-93.5% |
| Admin fee / account holder | $1,380 | $416+231.5% | $4,510-69.4% | $504+173.8% |