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 | $20,671 | $39,122-47.2% | $57,179-63.8% | $62,891-67.1% |
| Participation rate | 11.0% | 70.5%-59.5pp | 75.3%-64.4pp | 69.3%-58.3pp |
| Annual return | 8.29% | 9.23%-0.9pp | 14.59%-6.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $299 | $2,374-87.4% | $3,096-90.3% | $3,203-90.7% |
| Admin fee / account holder | $6,951 | $2,592+168.2% | $3,139+121.5% | $4,296+61.8% |