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 | $31,617 | $67,411-53.1% | $91,001-65.3% | $70,131-54.9% |
| Participation rate | 25.0% | 71.4%-46.4pp | 75.6%-50.6pp | 69.5%-44.5pp |
| Annual return | 15.77% | -40.16%+55.9pp | 4.60%+11.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $734 | $2,823-74.0% | $3,547-79.3% | $3,332-78.0% |
| Admin fee / account holder | $6,897 | $4,236+62.8% | $5,417+27.3% | $4,645+48.5% |