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 | $66,018 | $89,355-26.1% | $141,162-53.2% | $72,985-9.5% |
| Participation rate | 46.2% | 75.1%-29.0pp | 82.5%-36.3pp | 69.5%-23.3pp |
| Annual return | 27.43% | 111.85%-84.4pp | 71.39%-44.0pp | 81.00%-53.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,211 | $5,418-77.7% | $6,709-82.0% | $3,607-66.4% |
| Admin fee / account holder | $2,774 | $5,958-53.4% | $10,261-73.0% | $5,124-45.9% |