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 | $66,763 | $78,422-14.9% | $95,952-30.4% | $79,858-16.4% |
| Participation rate | 48.3% | 73.5%-25.2pp | 77.1%-28.7pp | 69.6%-21.3pp |
| Annual return | 16.70% | 19.37%-2.7pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $648 | $3,440-81.2% | $4,167-84.5% | $3,740-82.7% |
| Admin fee / account holder | $853 | $5,622-84.8% | $6,795-87.4% | $5,306-83.9% |