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 | $88,360+1.2% | $145,433-38.5% | $67,986+31.6% |
| Participation rate | 20.0% | 65.5%-45.5pp | 82.1%-62.1pp | 57.2%-37.2pp |
| Annual return | 14.95% | 63.15%-48.2pp | 66.58%-51.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,144 | $5,932-80.7% | $7,897-85.5% | $3,358-65.9% |
| Admin fee / account holder | $15,585 | $3,313+370.4% | $13,129+18.7% | $3,203+386.6% |