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 | $55,087 | $57,065-3.5% | $75,670-27.2% | $70,131-21.5% |
| Participation rate | 16.3% | 68.1%-51.8pp | 72.3%-56.1pp | 69.5%-53.3pp |
| Annual return | 24.50% | 23.57%+0.9pp | 27.34%-2.8pp | 73.14%-48.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $615 | $2,580-76.2% | $3,142-80.4% | $3,332-81.6% |
| Admin fee / account holder | $5,586 | $3,825+46.0% | $5,800-3.7% | $4,645+20.3% |