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 | $97,497 | $87,841+11.0% | $133,980-27.2% | $62,891+55.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 87.1%-47.1pp | 69.3%-29.3pp |
| Annual return | 6.34% | 12.05%-5.7pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,168 | $4,812-75.7% | $6,282-81.4% | $3,203-63.5% |
| Admin fee / account holder | $7,043 | $5,371+31.1% | $9,324-24.5% | $4,296+64.0% |