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 | $34,833 | $66,098-47.3% | $101,794-65.8% | $74,304-53.1% |
| Participation rate | 10.5% | 53.8%-43.3pp | 69.2%-58.7pp | 60.3%-49.9pp |
| Annual return | 14.81% | 19.59%-4.8pp | 30.53%-15.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $278 | $2,781-90.0% | $4,084-93.2% | $3,767-92.6% |
| Admin fee / account holder | $1,483 | $4,146-64.2% | $8,777-83.1% | $2,969-50.0% |