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 | $92,591 | $111,814-17.2% | $103,374-10.4% | $145,959-36.6% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 12.59% | 24.77%-12.2pp | 24.89%-12.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,351 | $5,618-76.0% | $5,058-73.3% | $6,689-79.8% |
| Admin fee / account holder | $18,992 | $9,754+94.7% | $8,394+126.3% | $13,398+41.8% |