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 | $26,007 | $56,054-53.6% | $171,082-84.8% | $62,891-58.6% |
| Participation rate | 10.3% | 62.9%-52.6pp | 76.7%-66.4pp | 69.3%-59.0pp |
| Annual return | 7.46% | 22.52%-15.1pp | 32.56%-25.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $204 | $3,158-93.6% | $4,797-95.8% | $3,203-93.6% |
| Admin fee / account holder | $4,609 | $3,647+26.4% | $8,520-45.9% | $4,296+7.3% |