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 | $51,857 | $57,065-9.1% | $75,670-31.5% | $70,131-26.1% |
| Participation rate | 11.5% | 68.1%-56.6pp | 72.3%-60.8pp | 69.5%-58.0pp |
| Annual return | 17.89% | 23.57%-5.7pp | 27.34%-9.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $193 | $2,580-92.5% | $3,142-93.9% | $3,332-94.2% |
| Admin fee / account holder | $1,578 | $3,825-58.7% | $5,800-72.8% | $4,645-66.0% |