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 | $99,230 | $96,557+2.8% | $80,975+22.5% | $273,961-63.8% |
| Participation rate | 22.2% | 79.1%-56.9pp | 75.8%-53.6pp | 83.0%-60.8pp |
| Annual return | 8.27% | 15.14%-6.9pp | 17.10%-8.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $693 | $6,598-89.5% | $5,696-87.8% | $5,287-86.9% |
| Admin fee / account holder | $5,857 | $7,492-21.8% | $5,516+6.2% | $10,132-42.2% |