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 | $94,031+28.6% | $115,768+4.5% | $82,448+46.7% |
| Participation rate | 26.9% | 70.4%-43.5pp | 74.4%-47.5pp | 68.1%-41.1pp |
| Annual return | 12.95% | 20.61%-7.7pp | 100.46%-87.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $228 | $3,972-94.2% | $4,917-95.4% | $4,139-94.5% |
| Admin fee / account holder | $4,507 | $10,249-56.0% | $12,439-63.8% | $7,234-37.7% |