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 | $62,120 | $64,121-3.1% | $78,805-21.2% | $116,875-46.8% |
| Participation rate | 6.9% | 71.0%-64.1pp | 73.6%-66.7pp | 74.5%-67.6pp |
| Annual return | 14.13% | 16.32%-2.2pp | -2.71%+16.8pp | 16.29%-2.2pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $872 | $2,757-68.4% | $3,584-75.7% | $3,885-77.5% |
| Admin fee / account holder | $4,306 | $5,745-25.0% | $5,677-24.1% | $12,263-64.9% |