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 | $56,964 | $94,625-39.8% | $116,228-51.0% | $84,808-32.8% |
| Participation rate | 44.0% | 70.4%-26.4pp | 74.6%-30.6pp | 68.3%-24.3pp |
| Annual return | 15.10% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,210 | $3,972-69.5% | $4,953-75.6% | $4,212-71.3% |
| Admin fee / account holder | $6,358 | $10,091-37.0% | $11,989-47.0% | $7,344-13.4% |