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 | $37,920 | $56,277-32.6% | $80,975-53.2% | $62,891-39.7% |
| Participation rate | 34.3% | 69.0%-34.7pp | 75.8%-41.5pp | 69.3%-35.0pp |
| Annual return | 7.36% | 22.12%-14.8pp | 17.10%-9.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,123 | $4,195-73.2% | $5,696-80.3% | $3,203-64.9% |
| Admin fee / account holder | $418 | $3,741-88.8% | $5,516-92.4% | $4,296-90.3% |