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 | $110,703 | $101,724+8.8% | $164,813-32.8% | $80,856+36.9% |
| Participation rate | 51.1% | 71.8%-20.7pp | 78.6%-27.5pp | 67.6%-16.5pp |
| Annual return | 12.09% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,868 | $4,477-58.3% | $6,031-69.0% | $4,296-56.5% |
| Admin fee / account holder | $25,487 | $8,227+209.8% | $12,690+100.8% | $6,918+268.4% |