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 | $24,676 | $103,376-76.1% | $87,100-71.7% | $152,861-83.9% |
| Participation rate | 38.9% | 79.3%-40.5pp | 76.9%-38.0pp | 82.4%-43.6pp |
| Annual return | 13.69% | 28.10%-14.4pp | 28.19%-14.5pp | 345.32%-331.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $633 | $4,778-86.8% | $4,049-84.4% | $5,850-89.2% |
| Admin fee / account holder | $16,463 | $12,205+34.9% | $7,497+119.6% | $11,596+42.0% |