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 | $120,925 | $94,625+27.8% | $116,228+4.0% | $84,808+42.6% |
| Participation rate | 26.9% | 70.4%-43.5pp | 74.6%-47.6pp | 68.3%-41.4pp |
| Annual return | 12.95% | 20.40%-7.5pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $228 | $3,972-94.2% | $4,953-95.4% | $4,212-94.6% |
| Admin fee / account holder | $4,507 | $10,091-55.3% | $11,989-62.4% | $7,344-38.6% |