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 4-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 | $64,215 | $140,986-54.5% | $198,754-67.7% | $116,875-45.1% |
| Participation rate | 43.3% | 77.3%-34.0pp | 81.4%-38.1pp | 74.5%-31.2pp |
| Annual return | 18.98% | 18.14%+0.8pp | 4947.04%-4928.1pp | 16.29%+2.7pp |
| Employer contribution / active EE | $0 | $4,137-100.0% | $4,008-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,414 | $3,620-60.9% | $4,138-65.8% | $3,885-63.6% |
| Admin fee / account holder | $32,658 | $11,748+178.0% | $12,082+170.3% | $12,263+166.3% |