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 | $46,678 | $89,698-48.0% | $103,476-54.9% | $80,856-42.3% |
| Participation rate | 24.1% | 76.0%-51.9pp | 80.5%-56.5pp | 67.6%-43.6pp |
| Annual return | 13.71% | 22.78%-9.1pp | 23.90%-10.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,573 | $5,456-71.2% | $6,623-76.2% | $4,296-63.4% |
| Admin fee / account holder | $3,020 | $6,768-55.4% | $9,413-67.9% | $6,918-56.4% |