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 | $18,652 | $65,365-71.5% | $92,893-79.9% | $72,985-74.4% |
| Participation rate | 20.8% | 68.3%-47.5pp | 76.0%-55.2pp | 69.5%-48.7pp |
| Annual return | 21.09% | 42.10%-21.0pp | 109.41%-88.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $539 | $3,128-82.8% | $4,236-87.3% | $3,607-85.1% |
| Admin fee / account holder | $2,668 | $4,251-37.2% | $5,794-53.9% | $5,124-47.9% |