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 | $54,414 | $95,453-43.0% | $112,040-51.4% | $82,448-34.0% |
| Participation rate | 35.3% | 72.8%-37.5pp | 76.5%-41.2pp | 68.1%-32.8pp |
| Annual return | 17.26% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,604 | $4,224-62.0% | $5,098-68.5% | $4,139-61.2% |
| Admin fee / account holder | $1,017 | $9,013-88.7% | $12,098-91.6% | $7,234-85.9% |