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 | $32,541 | $55,706-41.6% | $75,886-57.1% | $72,985-55.4% |
| Participation rate | 20.5% | 61.1%-40.6pp | 69.3%-48.8pp | 69.5%-49.0pp |
| Annual return | 16.72% | 27.59%-10.9pp | 30.76%-14.0pp | 81.00%-64.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $903 | $2,634-65.7% | $3,603-74.9% | $3,607-75.0% |
| Admin fee / account holder | $7,842 | $3,978+97.1% | $5,418+44.7% | $5,124+53.0% |