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 | $41,268 | $53,127-22.3% | $86,590-52.3% | $70,131-41.2% |
| Participation rate | 8.1% | 65.3%-57.2pp | 73.5%-65.4pp | 69.5%-61.4pp |
| Annual return | 15.95% | 27.66%-11.7pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $424 | $2,696-84.3% | $3,609-88.2% | $3,332-87.3% |
| Admin fee / account holder | $98,057 | $3,585+2634.8% | $4,906+1898.9% | $4,645+2010.9% |