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 | $15,511 | $49,227-68.5% | $70,449-78.0% | $79,858-80.6% |
| Participation rate | 4.9% | 69.2%-64.3pp | 75.1%-70.1pp | 69.6%-64.7pp |
| Annual return | 18.08% | 30.06%-12.0pp | 109.03%-90.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $106 | $2,768-96.2% | $3,709-97.1% | $3,740-97.2% |
| Admin fee / account holder | $755 | $2,878-73.8% | $3,845-80.4% | $5,306-85.8% |