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 | $57,547 | $87,013-33.9% | $106,213-45.8% | $80,856-28.8% |
| Participation rate | 69.7% | 70.4%-0.7pp | 75.3%-5.6pp | 67.6%+2.1pp |
| Annual return | 11.94% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,870 | $2,395-21.9% | $3,171-41.0% | $2,755-32.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $18,387 | $8,431+118.1% | $11,033+66.7% | $6,918+165.8% |