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 | $36,566 | $98,750-63.0% | $149,696-75.6% | $79,858-54.2% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.5%-50.5pp | 69.6%-37.6pp |
| Annual return | 24.97% | 27.43%-2.5pp | 276.60%-251.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,003 | $5,680-82.3% | $6,842-85.3% | $3,740-73.2% |
| Admin fee / account holder | $3,531 | $6,053-41.7% | $9,309-62.1% | $5,306-33.5% |