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 | $51,874 | $153,772-66.3% | $133,980-61.3% | $273,961-81.1% |
| Participation rate | 46.2% | 88.4%-42.2pp | 87.1%-40.9pp | 83.0%-36.9pp |
| Annual return | 4.41% | 36.51%-32.1pp | 29.30%-24.9pp | 41.45%-37.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,991 | $6,958-71.4% | $6,282-68.3% | $5,287-62.3% |
| Admin fee / account holder | $9,245 | $11,765-21.4% | $9,324-0.8% | $10,132-8.8% |