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 | $21,981 | $52,279-58.0% | $89,391-75.4% | $79,858-72.5% |
| Participation rate | 31.5% | 57.5%-26.1pp | 68.0%-36.5pp | 69.6%-38.2pp |
| Annual return | 12.03% | 22.16%-10.1pp | 245.62%-233.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $451 | $2,740-83.5% | $3,890-88.4% | $3,740-87.9% |
| Admin fee / account holder | $658 | $3,356-80.4% | $4,881-86.5% | $5,306-87.6% |