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 | $12,474 | $45,073-72.3% | $69,455-82.0% | $72,985-82.9% |
| Participation rate | 9.4% | 68.5%-59.1pp | 74.6%-65.2pp | 69.5%-60.1pp |
| Annual return | 21.32% | 22.65%-1.3pp | 28.97%-7.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $323 | $2,602-87.6% | $3,535-90.9% | $3,607-91.0% |
| Admin fee / account holder | $1,947 | $3,056-36.3% | $3,839-49.3% | $5,124-62.0% |