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 | $46,837 | $77,314-39.4% | $177,989-73.7% | $80,856-42.1% |
| Participation rate | 14.3% | 65.7%-51.4pp | 77.1%-62.8pp | 67.6%-53.4pp |
| Annual return | 16.93% | 18.09%-1.2pp | 294.48%-277.6pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,354 | $4,411-69.3% | $6,276-78.4% | $4,296-68.5% |
| Admin fee / account holder | $9,330 | $7,191+29.7% | $10,363-10.0% | $6,918+34.9% |