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 | $62,593 | $78,672-20.4% | $109,143-42.7% | $85,850-27.1% |
| Participation rate | 16.1% | 68.3%-52.2pp | 75.9%-59.8pp | 69.3%-53.2pp |
| Annual return | 12.18% | 25.09%-12.9pp | 25.75%-13.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $520 | $3,467-85.0% | $4,653-88.8% | $3,952-86.8% |
| Admin fee / account holder | $4,637 | $5,469-15.2% | $6,752-31.3% | $6,260-25.9% |