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 | $44,982 | $87,870-48.8% | $113,168-60.3% | $74,304-39.5% |
| Participation rate | 59.6% | 70.7%-11.1pp | 76.6%-16.9pp | 60.3%-0.7pp |
| Annual return | 13.97% | 26.44%-12.5pp | 24.27%-10.3pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,757 | $4,241-58.6% | $5,107-65.6% | $3,767-53.4% |
| Admin fee / account holder | $11,303 | $3,368+235.6% | $12,068-6.3% | $2,969+280.7% |