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 | $19,646 | $43,075-54.4% | $74,583-73.7% | $62,891-68.8% |
| Participation rate | 20.2% | 58.1%-37.8pp | 68.1%-47.9pp | 69.3%-49.1pp |
| Annual return | 6.07% | 17.50%-11.4pp | 20.47%-14.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $537 | $2,389-77.5% | $3,458-84.5% | $3,203-83.2% |
| Admin fee / account holder | $4,054 | $2,840+42.8% | $4,138-2.0% | $4,296-5.6% |