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 | $51,084 | $81,446-37.3% | $103,374-50.6% | $80,874-36.8% |
| Participation rate | 45.9% | 66.9%-20.9pp | 74.5%-28.6pp | 67.6%-21.7pp |
| Annual return | 13.30% | 25.57%-12.3pp | 24.89%-11.6pp | 35.62%-22.3pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,570 | $3,870-59.4% | $5,058-68.9% | $4,297-63.5% |
| Admin fee / account holder | $9,717 | $6,715+44.7% | $8,394+15.8% | $6,935+40.1% |