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 | $50,319 | $58,512-14.0% | $84,015-40.1% | $72,985-31.1% |
| Participation rate | 15.4% | 61.2%-45.8pp | 69.0%-53.6pp | 69.5%-54.1pp |
| Annual return | 20.77% | 28.93%-8.2pp | 71.31%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $750 | $2,394-68.7% | $3,239-76.8% | $3,607-79.2% |
| Admin fee / account holder | $17,062 | $4,569+273.4% | $6,101+179.7% | $5,124+233.0% |