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 | $42,405 | $157,256-73.0% | $141,162-70.0% | $152,861-72.3% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.4%-52.4pp |
| Annual return | 15.57% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,023 | $7,109-71.5% | $6,709-69.8% | $5,850-65.4% |
| Admin fee / account holder | $31,817 | $12,120+162.5% | $10,261+210.1% | $11,596+174.4% |