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 | $45,439 | $64,348-29.4% | $90,160-49.6% | $70,131-35.2% |
| Participation rate | 41.1% | 70.4%-29.4pp | 76.9%-35.8pp | 69.5%-28.5pp |
| Annual return | 19.27% | 28.13%-8.9pp | 34.88%-15.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,387 | $4,389-68.4% | $5,288-73.8% | $3,332-58.4% |
| Admin fee / account holder | $2,735 | $3,944-30.6% | $5,943-54.0% | $4,645-41.1% |