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 | $57,607 | $76,407-24.6% | $150,298-61.7% | $82,448-30.1% |
| Participation rate | 22.7% | 66.4%-43.7pp | 77.8%-55.0pp | 68.1%-45.3pp |
| Annual return | 16.35% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $742 | $3,214-76.9% | $5,453-86.4% | $4,139-82.1% |
| Admin fee / account holder | $1,035 | $6,352-83.7% | $14,116-92.7% | $7,234-85.7% |