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 | $19,511 | $45,035-56.7% | $62,995-69.0% | $70,131-72.2% |
| Participation rate | 28.6% | 69.5%-41.0pp | 74.8%-46.2pp | 69.5%-41.0pp |
| Annual return | 15.29% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $438 | $2,465-82.2% | $3,329-86.8% | $3,332-86.9% |
| Admin fee / account holder | $1,267 | $2,834-55.3% | $3,600-64.8% | $4,645-72.7% |