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 | $43,714 | $54,541-19.9% | $78,778-44.5% | $70,131-37.7% |
| Participation rate | 34.9% | 60.8%-25.9pp | 69.2%-34.3pp | 69.5%-34.7pp |
| Annual return | 12.66% | 21.07%-8.4pp | 35.62%-23.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $960 | $2,210-56.6% | $2,958-67.6% | $3,332-71.2% |
| Admin fee / account holder | $2,671 | $3,709-28.0% | $5,134-48.0% | $4,645-42.5% |