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 | $33,579 | $96,557-65.2% | $80,975-58.5% | $273,961-87.7% |
| Participation rate | 31.3% | 79.1%-47.8pp | 75.8%-44.6pp | 83.0%-51.8pp |
| Annual return | 6.53% | 15.14%-8.6pp | 17.10%-10.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $858 | $6,598-87.0% | $5,696-84.9% | $5,287-83.8% |
| Admin fee / account holder | $1,581 | $7,492-78.9% | $5,516-71.3% | $10,132-84.4% |