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 | $26,295 | $72,277-63.6% | $101,248-74.0% | $79,858-67.1% |
| Participation rate | 7.1% | 68.5%-61.3pp | 75.8%-68.7pp | 69.6%-62.5pp |
| Annual return | 13.02% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $493 | $3,282-85.0% | $4,370-88.7% | $3,740-86.8% |
| Admin fee / account holder | $11,861 | $4,400+169.5% | $5,945+99.5% | $5,306+123.5% |