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 5-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 | $45,427 | $109,881-58.7% | $150,045-69.7% | $84,808-46.4% |
| Participation rate | 42.7% | 76.1%-33.4pp | 82.3%-39.6pp | 68.3%-25.6pp |
| Annual return | 16.39% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,895 | $6,636-71.4% | $7,997-76.3% | $4,212-55.0% |
| Admin fee / account holder | $13,724 | $8,568+60.2% | $13,435+2.2% | $7,344+86.9% |