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 | $35,544 | $51,045-30.4% | $70,515-49.6% | $71,457-50.3% |
| Participation rate | 17.3% | 59.4%-42.2pp | 68.3%-51.1pp | 67.9%-50.7pp |
| Annual return | 17.21% | 42.63%-25.4pp | 32.77%-15.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $425 | $3,026-86.0% | $4,567-90.7% | $4,289-90.1% |
| Admin fee / account holder | $523 | $1,994-73.8% | $6,412-91.9% | $1,587-67.1% |