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 | $71,159 | $115,882-38.6% | $100,516-29.2% | $158,922-55.2% |
| Participation rate | 53.8% | 81.6%-27.7pp | 79.4%-25.6pp | 82.0%-28.1pp |
| Annual return | 15.49% | 34.79%-19.3pp | 30.89%-15.4pp | 302.83%-287.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,020 | $6,674-84.7% | $6,270-83.7% | $5,982-82.9% |
| Admin fee / account holder | $696 | $10,995-93.7% | $8,081-91.4% | $11,246-93.8% |