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 | $57,597 | $80,968-28.9% | $96,544-40.3% | $75,163-23.4% |
| Participation rate | 14.9% | 71.8%-56.9pp | 76.0%-61.1pp | 67.2%-52.3pp |
| Annual return | 14.19% | 27.06%-12.9pp | 25.84%-11.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $530 | $3,928-86.5% | $4,851-89.1% | $4,125-87.2% |
| Admin fee / account holder | $23,649 | $6,724+251.7% | $8,252+186.6% | $5,651+318.5% |