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 5-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 | $50,325 | $130,194-61.3% | $169,993-70.4% | $71,457-29.6% |
| Participation rate | 39.2% | 86.1%-47.0pp | 87.0%-47.8pp | 67.9%-28.7pp |
| Annual return | 15.06% | 20.37%-5.3pp | 53.37%-38.3pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,347 | $6,923-51.7% | $10,408-67.8% | $4,289-22.0% |
| Admin fee / account holder | $2,177 | $966+125.4% | $12,815-83.0% | $1,587+37.1% |