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 | $35,042 | $52,580-33.4% | $71,671-51.1% | $70,131-50.0% |
| Participation rate | 19.2% | 60.9%-41.6pp | 68.7%-49.5pp | 69.5%-50.3pp |
| Annual return | 17.12% | 20.25%-3.1pp | 20.65%-3.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $500 | $2,386-79.0% | $3,438-85.5% | $3,332-85.0% |
| Admin fee / account holder | $1,315 | $3,653-64.0% | $5,558-76.3% | $4,645-71.7% |