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 | $69,634 | $83,477-16.6% | $125,175-44.4% | $72,985-4.6% |
| Participation rate | 19.4% | 73.3%-54.0pp | 79.8%-60.4pp | 69.5%-50.1pp |
| Annual return | 22.23% | 25.78%-3.5pp | 43.79%-21.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $753 | $3,585-79.0% | $4,937-84.8% | $3,607-79.1% |
| Admin fee / account holder | $3,667 | $5,517-33.5% | $9,702-62.2% | $5,124-28.4% |