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 | $71,925 | $46,869+53.5% | $122,332-41.2% | $70,131+2.6% |
| Participation rate | 52.1% | 58.2%-6.1pp | 71.6%-19.5pp | 69.5%-17.5pp |
| Annual return | 15.84% | 24.22%-8.4pp | 30.27%-14.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $640 | $2,166-70.5% | $3,287-80.5% | $3,332-80.8% |
| Admin fee / account holder | $3,018 | $3,322-9.2% | $5,478-44.9% | $4,645-35.0% |