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 | $89,446 | $100,923-11.4% | $150,045-40.4% | $74,304+20.4% |
| Participation rate | 20.0% | 70.1%-50.1pp | 82.3%-62.3pp | 60.3%-40.3pp |
| Annual return | 14.95% | 51.77%-36.8pp | 62.55%-47.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,144 | $6,709-82.9% | $7,997-85.7% | $3,767-69.6% |
| Admin fee / account holder | $15,585 | $2,767+463.3% | $13,435+16.0% | $2,969+425.0% |