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 | $67,562 | $148,978-54.6% | $200,582-66.3% | $84,808-20.3% |
| Participation rate | 69.7% | 84.2%-14.5pp | 86.9%-17.2pp | 68.3%+1.4pp |
| Annual return | 23.51% | 28.16%-4.7pp | 42.33%-18.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,114 | $7,142-70.4% | $9,331-77.3% | $4,212-49.8% |
| Admin fee / account holder | $1,693 | $13,977-87.9% | $16,305-89.6% | $7,344-76.9% |