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 7-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 | $55,320 | $146,267-62.2% | $197,124-71.9% | $82,448-32.9% |
| Participation rate | 53.3% | 84.0%-30.7pp | 86.7%-33.4pp | 68.1%-14.7pp |
| Annual return | 19.65% | 29.61%-10.0pp | 44.34%-24.7pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,570 | $7,035-77.7% | $9,135-82.8% | $4,139-62.1% |
| Admin fee / account holder | $883 | $14,422-93.9% | $16,298-94.6% | $7,234-87.8% |