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 | $35,891 | $46,553-22.9% | $64,056-44.0% | $75,163-52.2% |
| Participation rate | 23.6% | 65.9%-42.3pp | 72.3%-48.7pp | 67.2%-43.6pp |
| Annual return | 15.27% | 26.03%-10.8pp | 33.69%-18.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $725 | $2,837-74.4% | $3,880-81.3% | $4,125-82.4% |
| Admin fee / account holder | $1,561 | $2,952-47.1% | $3,068-49.1% | $5,651-72.4% |