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 | $46,913 | $67,411-30.4% | $91,001-48.4% | $70,131-33.1% |
| Participation rate | 43.9% | 71.4%-27.5pp | 75.6%-31.7pp | 69.5%-25.6pp |
| Annual return | 18.03% | -40.16%+58.2pp | 4.60%+13.4pp | 73.14%-55.1pp |
| Employer contribution / active EE | $518 | $1,786-71.0% | $2,456-78.9% | $2,342-77.9% |
| Participant deferral / active EE | $672 | $2,823-76.2% | $3,547-81.1% | $3,332-79.8% |
| Admin fee / account holder | $2,606 | $4,236-38.5% | $5,417-51.9% | $4,645-43.9% |