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 | $45,930 | $48,076-4.5% | $78,689-41.6% | $62,891-27.0% |
| Participation rate | 38.8% | 65.2%-26.4pp | 73.6%-34.8pp | 69.3%-30.5pp |
| Annual return | 5.56% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $274 | $2,588-89.4% | $3,517-92.2% | $3,203-91.4% |
| Admin fee / account holder | $1,755 | $3,207-45.3% | $4,510-61.1% | $4,296-59.1% |