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 | $45,713 | $84,556-45.9% | $116,228-60.7% | $74,304-38.5% |
| Participation rate | 25.7% | 66.0%-40.3pp | 74.6%-48.8pp | 60.3%-34.6pp |
| Annual return | 15.21% | 18.35%-3.1pp | 90.06%-74.8pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,089 | $3,814-71.5% | $4,953-78.0% | $3,767-71.1% |
| Admin fee / account holder | $5,806 | $3,792+53.1% | $11,989-51.6% | $2,969+95.6% |