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 | $48,386 | $76,367-36.6% | $93,606-48.3% | $72,985-33.7% |
| Participation rate | 45.9% | 71.7%-25.8pp | 75.8%-29.9pp | 69.5%-23.5pp |
| Annual return | 21.73% | 25.82%-4.1pp | 32.76%-11.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $384 | $3,538-89.2% | $4,069-90.6% | $3,607-89.4% |
| Admin fee / account holder | $10,083 | $6,838+47.5% | $7,888+27.8% | $5,124+96.8% |