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 | $35,296 | $56,897-38.0% | $84,750-58.4% | $62,891-43.9% |
| Participation rate | 40.7% | 68.5%-27.8pp | 76.6%-35.8pp | 69.3%-28.6pp |
| Annual return | 5.02% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $639 | $2,709-76.4% | $3,712-82.8% | $3,203-80.1% |
| Admin fee / account holder | $688 | $3,581-80.8% | $5,332-87.1% | $4,296-84.0% |