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 | $14,661 | $54,762-73.2% | $90,281-83.8% | $72,985-79.9% |
| Participation rate | 19.4% | 65.1%-45.7pp | 73.3%-53.9pp | 69.5%-50.1pp |
| Annual return | 18.91% | 30.63%-11.7pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $539 | $2,887-81.3% | $3,885-86.1% | $3,607-85.1% |
| Admin fee / account holder | $1,408 | $3,972-64.6% | $5,351-73.7% | $5,124-72.5% |