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 | $37,450 | $58,828-36.3% | $77,999-52.0% | $62,891-40.5% |
| Participation rate | 37.8% | 71.1%-33.3pp | 75.5%-37.7pp | 69.3%-31.5pp |
| Annual return | 6.24% | 17.16%-10.9pp | 425.96%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,079 | $2,686-59.8% | $3,497-69.1% | $3,203-66.3% |
| Admin fee / account holder | $1,410 | $4,393-67.9% | $5,480-74.3% | $4,296-67.2% |