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 | $112,383 | $81,900+37.2% | $119,609-6.0% | $68,494+64.1% |
| Participation rate | 46.7% | 71.9%-25.2pp | 79.3%-32.6pp | 67.9%-21.2pp |
| Annual return | 6.30% | -23.82%+30.1pp | -14.97%+21.3pp | -7.84%+14.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,823 | $4,148-56.0% | $5,602-67.5% | $4,027-54.7% |
| Admin fee / account holder | $772 | $6,582-88.3% | $10,323-92.5% | $5,403-85.7% |