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 | $41,511 | $54,541-23.9% | $78,778-47.3% | $70,131-40.8% |
| Participation rate | 58.0% | 60.8%-2.8pp | 69.2%-11.2pp | 69.5%-11.5pp |
| Annual return | 16.97% | 21.07%-4.1pp | 35.62%-18.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $602 | $2,210-72.7% | $2,958-79.6% | $3,332-81.9% |
| Admin fee / account holder | $1,273 | $3,709-65.7% | $5,134-75.2% | $4,645-72.6% |