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 | $36,602 | $70,475-48.1% | $100,516-63.6% | $79,858-54.2% |
| Participation rate | 57.6% | 73.7%-16.1pp | 79.4%-21.8pp | 69.6%-12.1pp |
| Annual return | 16.53% | 21.90%-5.4pp | 30.89%-14.4pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,588 | $5,181-69.3% | $6,270-74.7% | $3,740-57.5% |
| Admin fee / account holder | $9,252 | $4,478+106.6% | $8,081+14.5% | $5,306+74.4% |