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 | $70,752 | $140,588-49.7% | $123,104-42.5% | $125,391-43.6% |
| Participation rate | 54.2% | 88.2%-34.0pp | 86.8%-32.6pp | 83.2%-29.0pp |
| Annual return | -2.75% | 16.80%-19.5pp | 13.22%-16.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,628 | $6,980-76.7% | $6,230-73.9% | $5,352-69.6% |
| Admin fee / account holder | $2,932 | $11,198-73.8% | $9,015-67.5% | $9,540-69.3% |