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 | $68,495 | $86,929-21.2% | $102,423-33.1% | $80,856-15.3% |
| Participation rate | 32.0% | 72.4%-40.4pp | 76.5%-44.5pp | 67.6%-35.6pp |
| Annual return | 16.09% | 18.88%-2.8pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $328 | $4,118-92.0% | $5,053-93.5% | $4,296-92.4% |
| Admin fee / account holder | $2,752 | $8,049-65.8% | $9,451-70.9% | $6,918-60.2% |