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 | $90,194 | $154,117-41.5% | $129,995-30.6% | $139,434-35.3% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 12.49% | 32.48%-20.0pp | -137.18%+149.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,014 | $6,710-84.9% | $5,820-82.6% | $6,710-84.9% |
| Admin fee / account holder | $69,214 | $14,007+394.2% | $10,614+552.1% | $11,403+507.0% |