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 | $43,420 | $56,767-23.5% | $101,794-57.3% | $85,563-49.3% |
| Participation rate | 18.5% | 57.6%-39.1pp | 69.2%-50.7pp | 66.0%-47.4pp |
| Annual return | 15.76% | 17.76%-2.0pp | 30.53%-14.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $409 | $1,112-63.2% | $2,289-82.1% | $2,654-84.6% |
| Participant deferral / active EE | $537 | $2,720-80.2% | $4,084-86.8% | $4,375-87.7% |
| Admin fee / account holder | $14,203 | $1,098+1193.4% | $8,777+61.8% | $834+1602.6% |