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 | $98,073 | $84,556+16.0% | $116,228-15.6% | $74,304+32.0% |
| Participation rate | 25.7% | 66.0%-40.3pp | 74.6%-48.8pp | 60.3%-34.6pp |
| Annual return | 13.10% | 18.35%-5.2pp | 90.06%-77.0pp | 29.43%-16.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,352 | $3,814-64.6% | $4,953-72.7% | $3,767-64.1% |
| Admin fee / account holder | $27,381 | $3,792+622.1% | $11,989+128.4% | $2,969+822.3% |