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 | $45,283 | $101,724-55.5% | $164,813-72.5% | $80,856-44.0% |
| Participation rate | 38.2% | 71.8%-33.6pp | 78.6%-40.4pp | 67.6%-29.4pp |
| Annual return | 24.86% | 16.72%+8.1pp | 69.93%-45.1pp | 35.59%-10.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,428 | $4,477-68.1% | $6,031-76.3% | $4,296-66.8% |
| Admin fee / account holder | $2,780 | $8,227-66.2% | $12,690-78.1% | $6,918-59.8% |