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 | $30,003 | $45,035-33.4% | $62,995-52.4% | $70,131-57.2% |
| Participation rate | 36.0% | 69.5%-33.5pp | 74.8%-38.8pp | 69.5%-33.5pp |
| Annual return | 19.61% | 18.76%+0.9pp | 87.57%-68.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $346 | $2,465-86.0% | $3,329-89.6% | $3,332-89.6% |
| Admin fee / account holder | $3,188 | $2,834+12.5% | $3,600-11.4% | $4,645-31.4% |