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 | $22,990 | $43,327-46.9% | $59,878-61.6% | $64,186-64.2% |
| Participation rate | 12.9% | 69.2%-56.3pp | 74.7%-61.8pp | 69.6%-56.7pp |
| Annual return | 8.41% | -1.55%+10.0pp | 3.46%+4.9pp | 7.63%+0.8pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $359 | $2,546-85.9% | $3,402-89.5% | $3,470-89.7% |
| Admin fee / account holder | $1,361 | $3,005-54.7% | $3,590-62.1% | $4,888-72.2% |