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 | $26,643 | $71,057-62.5% | $93,654-71.6% | $80,874-67.1% |
| Participation rate | 16.7% | 60.4%-43.7pp | 68.7%-52.1pp | 67.6%-51.0pp |
| Annual return | 15.27% | 11.26%+4.0pp | 133.34%-118.1pp | 35.62%-20.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $371 | $4,034-90.8% | $4,413-91.6% | $4,297-91.4% |
| Admin fee / account holder | $13,064 | $6,944+88.1% | $8,282+57.7% | $6,935+88.4% |