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 | $30,771 | $72,177-57.4% | $115,037-73.3% | $59,632-48.4% |
| Participation rate | 68.1% | 72.6%-4.5pp | 81.4%-13.3pp | 68.7%-0.6pp |
| Annual return | 6.98% | 12.02%-5.0pp | 26.14%-19.2pp | 2041.28%-2034.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,622 | $4,783-66.1% | $6,026-73.1% | $3,192-49.2% |
| Admin fee / account holder | $2,209 | $4,927-55.2% | $8,175-73.0% | $4,297-48.6% |