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 8-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 | $53,307 | $65,041-18.0% | $90,951-41.4% | $79,858-33.2% |
| Participation rate | 21.4% | 61.6%-40.2pp | 69.0%-47.6pp | 69.6%-48.2pp |
| Annual return | 12.71% | 30.45%-17.7pp | 134.60%-121.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $234 | $2,512-90.7% | $3,373-93.1% | $3,740-93.8% |
| Admin fee / account holder | $1,042 | $4,536-77.0% | $5,959-82.5% | $5,306-80.4% |