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 | $39,154 | $83,477-53.1% | $125,175-68.7% | $72,985-46.4% |
| Participation rate | 49.3% | 73.3%-24.0pp | 79.8%-30.5pp | 69.5%-20.2pp |
| Annual return | 26.47% | 25.78%+0.7pp | 43.79%-17.3pp | 81.00%-54.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $539 | $3,585-85.0% | $4,937-89.1% | $3,607-85.1% |
| Admin fee / account holder | $3,148 | $5,517-42.9% | $9,702-67.6% | $5,124-38.6% |