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 | $25,805 | $60,795-57.6% | $69,455-62.8% | $65,185-60.4% |
| Participation rate | 12.3% | 74.9%-62.6pp | 74.6%-62.3pp | 70.2%-57.9pp |
| Annual return | 10.16% | 17.46%-7.3pp | 28.97%-18.8pp | 29.38%-19.2pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $234 | $3,162-92.6% | $3,535-93.4% | $3,514-93.3% |
| Admin fee / account holder | $17,392 | $314+5444.4% | $3,839+353.0% | $847+1953.1% |