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 | $32,229 | $94,625-65.9% | $116,228-72.3% | $84,808-62.0% |
| Participation rate | 17.6% | 70.4%-52.9pp | 74.6%-57.0pp | 68.3%-50.7pp |
| Annual return | 17.51% | 20.40%-2.9pp | 90.06%-72.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $829 | $3,972-79.1% | $4,953-83.3% | $4,212-80.3% |
| Admin fee / account holder | $1,803 | $10,091-82.1% | $11,989-85.0% | $7,344-75.4% |