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 | $29,523 | $50,815-41.9% | $155,509-81.0% | $77,643-62.0% |
| Participation rate | 16.9% | 63.1%-46.2pp | 78.2%-61.3pp | 70.6%-53.6pp |
| Annual return | 13.58% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $224 | $2,822-92.1% | $5,626-96.0% | $4,647-95.2% |
| Admin fee / account holder | $1,380 | $437+216.1% | $15,912-91.3% | $430+220.7% |