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 | $69,572 | $87,013-20.0% | $106,213-34.5% | $80,856-14.0% |
| Participation rate | 35.0% | 70.4%-35.4pp | 75.3%-40.3pp | 67.6%-32.6pp |
| Annual return | 10.66% | 17.05%-6.4pp | 116.14%-105.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,537 | $3,986-61.4% | $5,016-69.4% | $4,296-64.2% |
| Admin fee / account holder | $1,147 | $8,431-86.4% | $11,033-89.6% | $6,918-83.4% |