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 | $56,244 | $65,376-14.0% | $87,100-35.4% | $65,185-13.7% |
| Participation rate | 29.4% | 75.3%-45.9pp | 76.9%-47.5pp | 70.2%-40.8pp |
| Annual return | 21.94% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,123 | $3,388-66.9% | $4,049-72.3% | $3,514-68.0% |
| Admin fee / account holder | $10,875 | $520+1992.4% | $7,497+45.1% | $847+1183.8% |