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 | $55,392 | $101,724-45.5% | $164,813-66.4% | $80,856-31.5% |
| Participation rate | 10.0% | 71.8%-61.8pp | 78.6%-68.6pp | 67.6%-57.6pp |
| Annual return | 11.46% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $402 | $4,477-91.0% | $6,031-93.3% | $4,296-90.7% |
| Admin fee / account holder | $747 | $8,227-90.9% | $12,690-94.1% | $6,918-89.2% |