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 | $73,944 | $127,065-41.8% | $113,168-34.7% | $142,382-48.1% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 23.82% | 24.03%-0.2pp | 24.27%-0.4pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,180 | $3,442-65.7% | $2,975-60.3% | $4,299-72.6% |
| Participant deferral / active EE | $1,180 | $5,716-79.4% | $5,107-76.9% | $6,507-81.9% |
| Admin fee / account holder | $33,625 | $15,736+113.7% | $12,068+178.6% | $12,624+166.4% |