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 | $17,176 | $91,190-81.2% | $178,490-90.4% | $79,858-78.5% |
| Participation rate | 23.5% | 69.2%-45.7pp | 81.9%-58.4pp | 69.6%-46.1pp |
| Annual return | 15.68% | 24.19%-8.5pp | 151.07%-135.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $802 | $3,236-75.2% | $5,202-84.6% | $3,740-78.5% |
| Admin fee / account holder | $2,627 | $6,751-61.1% | $13,984-81.2% | $5,306-50.5% |