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 | $30,737 | $72,492-57.6% | $87,100-64.7% | $72,985-57.9% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.9%-51.9pp | 69.5%-44.5pp |
| Annual return | 16.61% | 24.46%-7.8pp | 28.19%-11.6pp | 81.00%-64.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,060 | $3,270-67.6% | $4,049-73.8% | $3,607-70.6% |
| Admin fee / account holder | $11,188 | $5,055+121.3% | $7,497+49.2% | $5,124+118.3% |