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 | $112,004 | $95,803+16.9% | $113,168-1.0% | $84,808+32.1% |
| Participation rate | 34.7% | 72.9%-38.1pp | 76.6%-41.8pp | 68.3%-33.6pp |
| Annual return | 13.34% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,650 | $4,242-61.1% | $5,107-67.7% | $4,212-60.8% |
| Admin fee / account holder | $3,106 | $8,989-65.4% | $12,068-74.3% | $7,344-57.7% |