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 | $59,018 | $67,411-12.4% | $91,001-35.1% | $70,131-15.8% |
| Participation rate | 47.6% | 71.4%-23.7pp | 75.6%-28.0pp | 69.5%-21.9pp |
| Annual return | 17.02% | -40.16%+57.2pp | 4.60%+12.4pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,027 | $2,823-63.6% | $3,547-71.1% | $3,332-69.2% |
| Admin fee / account holder | $3,114 | $4,236-26.5% | $5,417-42.5% | $4,645-33.0% |