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 | $53,690 | $76,552-29.9% | $123,892-56.7% | $62,891-14.6% |
| Participation rate | 45.3% | 73.0%-27.7pp | 81.4%-36.1pp | 69.3%-24.0pp |
| Annual return | 8.11% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,702 | $4,840-64.8% | $5,984-71.6% | $3,203-46.9% |
| Admin fee / account holder | $3,038 | $4,826-37.0% | $8,357-63.6% | $4,296-29.3% |