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 | $40,810 | $77,314-47.2% | $177,989-77.1% | $80,856-49.5% |
| Participation rate | 44.4% | 65.7%-21.3pp | 77.1%-32.6pp | 67.6%-23.2pp |
| Annual return | 10.77% | 18.09%-7.3pp | 294.48%-283.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,312 | $4,411-70.3% | $6,276-79.1% | $4,296-69.5% |
| Admin fee / account holder | $20,763 | $7,191+188.7% | $10,363+100.3% | $6,918+200.1% |