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 | $70,952 | $101,724-30.3% | $164,813-57.0% | $80,856-12.2% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.6%-27.6pp |
| Annual return | 18.18% | 16.72%+1.5pp | 69.93%-51.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,514 | $4,477-66.2% | $6,031-74.9% | $4,296-64.8% |
| Admin fee / account holder | $34,075 | $8,227+314.2% | $12,690+168.5% | $6,918+392.6% |