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 | $105,571 | $148,978-29.1% | $200,582-47.4% | $84,808+24.5% |
| Participation rate | 22.2% | 84.2%-62.0pp | 86.9%-64.7pp | 68.3%-46.1pp |
| Annual return | 15.47% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,243 | $7,142-82.6% | $9,331-86.7% | $4,212-70.5% |
| Admin fee / account holder | $8,823 | $13,977-36.9% | $16,305-45.9% | $7,344+20.1% |