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 | $49,311 | $62,672-21.3% | $185,117-73.4% | $70,131-29.7% |
| Participation rate | 26.9% | 63.8%-36.9pp | 77.3%-50.3pp | 69.5%-42.6pp |
| Annual return | 16.61% | 40.79%-24.2pp | 40.50%-23.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $258 | $3,272-92.1% | $5,045-94.9% | $3,332-92.2% |
| Admin fee / account holder | $11,328 | $3,932+188.1% | $8,159+38.8% | $4,645+143.9% |