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 | $21,350 | $56,277-62.1% | $80,975-73.6% | $62,891-66.1% |
| Participation rate | 20.8% | 69.0%-48.1pp | 75.8%-55.0pp | 69.3%-48.5pp |
| Annual return | 8.46% | 22.12%-13.7pp | 17.10%-8.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $538 | $4,195-87.2% | $5,696-90.6% | $3,203-83.2% |
| Admin fee / account holder | $506 | $3,741-86.5% | $5,516-90.8% | $4,296-88.2% |