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 | $61,525 | $71,516-14.0% | $98,439-37.5% | $71,457-13.9% |
| Participation rate | 39.3% | 72.7%-33.4pp | 75.2%-35.9pp | 67.9%-28.7pp |
| Annual return | 19.24% | 32.41%-13.2pp | 21.16%-1.9pp | 28.85%-9.6pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,752 | $4,109-57.4% | $4,738-63.0% | $4,289-59.2% |
| Admin fee / account holder | $16,567 | $1,675+889.2% | $8,948+85.2% | $1,587+943.7% |