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 | $70,450 | $86,929-19.0% | $102,423-31.2% | $80,856-12.9% |
| Participation rate | 25.4% | 72.4%-47.0pp | 76.5%-51.1pp | 67.6%-42.2pp |
| Annual return | 20.86% | 18.88%+2.0pp | 29.32%-8.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $29 | $4,118-99.3% | $5,053-99.4% | $4,296-99.3% |
| Admin fee / account holder | $1,302 | $8,049-83.8% | $9,451-86.2% | $6,918-81.2% |