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 | $22,123 | $52,279-57.7% | $89,391-75.3% | $79,858-72.3% |
| Participation rate | 44.6% | 57.5%-12.9pp | 68.0%-23.4pp | 69.6%-25.0pp |
| Annual return | 13.05% | 22.16%-9.1pp | 245.62%-232.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $139 | $2,740-94.9% | $3,890-96.4% | $3,740-96.3% |
| Admin fee / account holder | $5,081 | $3,356+51.4% | $4,881+4.1% | $5,306-4.2% |