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 4-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 | $56,246 | $94,752-40.6% | $112,887-50.2% | $139,434-59.7% |
| Participation rate | 35.7% | 81.3%-45.5pp | 80.5%-44.8pp | 80.3%-44.6pp |
| Annual return | 16.66% | 40.88%-24.2pp | 34.10%-17.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $709 | $6,512-89.1% | $6,513-89.1% | $6,710-89.4% |
| Admin fee / account holder | $1,354 | $8,527-84.1% | $7,047-80.8% | $11,403-88.1% |