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 | $47,968 | $43,075+11.4% | $74,583-35.7% | $62,891-23.7% |
| Participation rate | 26.7% | 58.1%-31.4pp | 68.1%-41.4pp | 69.3%-42.6pp |
| Annual return | 6.29% | 17.50%-11.2pp | 20.47%-14.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $513 | $2,389-78.5% | $3,458-85.2% | $3,203-84.0% |
| Admin fee / account holder | $2,222 | $2,840-21.8% | $4,138-46.3% | $4,296-48.3% |