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 | $30,131 | $69,454-56.6% | $180,183-83.3% | $74,304-59.4% |
| Participation rate | 41.6% | 61.8%-20.2pp | 77.4%-35.9pp | 60.3%-18.8pp |
| Annual return | 16.27% | 25.86%-9.6pp | 27.86%-11.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $0 | $3,155-100.0% | $5,039-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,562 | $4,662-66.5% | $6,822-77.1% | $3,767-58.5% |
| Admin fee / account holder | $1,101 | $3,036-63.7% | $19,975-94.5% | $2,969-62.9% |