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 | $27,069 | $77,899-65.3% | $149,673-81.9% | $75,163-64.0% |
| Participation rate | 17.6% | 65.6%-47.9pp | 78.8%-61.1pp | 67.2%-49.5pp |
| Annual return | 13.34% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $300 | $3,411-91.2% | $5,680-94.7% | $4,125-92.7% |
| Admin fee / account holder | $4,939 | $5,956-17.1% | $13,210-62.6% | $5,651-12.6% |