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 | $56,997 | $64,121-11.1% | $78,805-27.7% | $116,875-51.2% |
| Participation rate | 34.9% | 71.0%-36.1pp | 73.6%-38.7pp | 74.5%-39.6pp |
| Annual return | 21.00% | 16.32%+4.7pp | -2.71%+23.7pp | 16.29%+4.7pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $975 | $2,757-64.6% | $3,584-72.8% | $3,885-74.9% |
| Admin fee / account holder | $4,583 | $5,745-20.2% | $5,677-19.3% | $12,263-62.6% |