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 | $39,688 | $60,349-34.2% | $74,183-46.5% | $62,891-36.9% |
| Participation rate | 40.7% | 72.7%-32.0pp | 76.6%-35.9pp | 69.3%-28.6pp |
| Annual return | 8.11% | 21.37%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,207 | $2,856-57.7% | $3,550-66.0% | $3,203-62.3% |
| Admin fee / account holder | $924 | $4,261-78.3% | $5,586-83.5% | $4,296-78.5% |