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 | $25,742 | $78,520-67.2% | $96,576-73.3% | $82,448-68.8% |
| Participation rate | 21.9% | 77.7%-55.9pp | 81.4%-59.6pp | 68.1%-46.2pp |
| Annual return | 16.52% | 41.30%-24.8pp | 38.47%-22.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $496 | $6,754-92.6% | $7,956-93.8% | $4,139-88.0% |
| Admin fee / account holder | $406 | $13,455-97.0% | $11,381-96.4% | $7,234-94.4% |