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 | $49,465 | $68,914-28.2% | $136,749-63.8% | $74,304-33.4% |
| Participation rate | 5.0% | 51.3%-46.3pp | 72.1%-67.1pp | 60.3%-55.3pp |
| Annual return | 13.92% | 16.34%-2.4pp | 24.33%-10.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $463 | $2,541-81.8% | $4,692-90.1% | $3,767-87.7% |
| Admin fee / account holder | $8,014 | $3,149+154.5% | $11,386-29.6% | $2,969+170.0% |