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 | $40,916 | $43,075-5.0% | $74,583-45.1% | $62,891-34.9% |
| Participation rate | 20.7% | 58.1%-37.4pp | 68.1%-47.4pp | 69.3%-48.6pp |
| Annual return | 8.77% | 17.50%-8.7pp | 20.47%-11.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $644 | $2,389-73.1% | $3,458-81.4% | $3,203-79.9% |
| Admin fee / account holder | $2,799 | $2,840-1.4% | $4,138-32.4% | $4,296-34.8% |