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 | $49,831 | $109,881-54.6% | $150,045-66.8% | $84,808-41.2% |
| Participation rate | 26.7% | 76.1%-49.4pp | 82.3%-55.7pp | 68.3%-41.6pp |
| Annual return | 14.43% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,842 | $6,636-72.2% | $7,997-77.0% | $4,212-56.3% |
| Admin fee / account holder | $16,812 | $8,568+96.2% | $13,435+25.1% | $7,344+128.9% |