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 | $42,613 | $48,364-11.9% | $71,796-40.6% | $62,891-32.2% |
| Participation rate | 28.6% | 60.6%-32.1pp | 69.1%-40.5pp | 69.3%-40.7pp |
| Annual return | 5.64% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $847 | $2,091-59.5% | $2,794-69.7% | $3,203-73.6% |
| Admin fee / account holder | $2,063 | $3,771-45.3% | $4,815-57.2% | $4,296-52.0% |