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 | $27,684 | $142,405-80.6% | $115,157-76.0% | $152,861-81.9% |
| Participation rate | 64.7% | 82.4%-17.6pp | 75.9%-11.2pp | 82.4%-17.7pp |
| Annual return | 19.60% | 41.48%-21.9pp | 35.60%-16.0pp | 345.32%-325.7pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $582 | $5,164-88.7% | $4,168-86.0% | $5,850-90.1% |
| Admin fee / account holder | $3,523 | $8,462-58.4% | $7,088-50.3% | $11,596-69.6% |