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 | $70,605 | $81,947-13.8% | $105,387-33.0% | $72,985-3.3% |
| Participation rate | 30.0% | 76.5%-46.5pp | 82.6%-52.6pp | 69.5%-39.5pp |
| Annual return | 25.33% | 42.90%-17.6pp | 26.82%-1.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $984 | $4,494-78.1% | $5,502-82.1% | $3,607-72.7% |
| Admin fee / account holder | $15,190 | $6,258+142.7% | $6,559+131.6% | $5,124+196.4% |