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 | $36,291 | $83,337-56.5% | $67,834-46.5% | $273,961-86.8% |
| Participation rate | 29.2% | 76.4%-47.3pp | 68.8%-39.6pp | 83.0%-53.8pp |
| Annual return | 4.13% | 259.45%-255.3pp | 138.47%-134.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $883 | $4,088-78.4% | $3,160-72.1% | $5,287-83.3% |
| Admin fee / account holder | $9,542 | $6,752+41.3% | $4,622+106.4% | $10,132-5.8% |