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 | $68,125 | $101,763-33.1% | $164,866-58.7% | $80,874-15.8% |
| Participation rate | 43.9% | 71.8%-27.9pp | 78.6%-34.7pp | 67.6%-23.7pp |
| Annual return | 11.34% | 16.73%-5.4pp | 69.97%-58.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,043 | $2,954-64.7% | $4,343-76.0% | $2,756-62.1% |
| Participant deferral / active EE | $1,886 | $4,477-57.9% | $6,033-68.7% | $4,297-56.1% |
| Admin fee / account holder | $14,599 | $8,228+77.4% | $12,689+15.1% | $6,935+110.5% |