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 | $75,811 | $76,552-1.0% | $123,892-38.8% | $62,891+20.5% |
| Participation rate | 46.8% | 73.0%-26.2pp | 81.4%-34.6pp | 69.3%-22.5pp |
| Annual return | 5.99% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $852 | $2,883-70.5% | $4,617-81.6% | $2,281-62.7% |
| Participant deferral / active EE | $1,800 | $4,840-62.8% | $5,984-69.9% | $3,203-43.8% |
| Admin fee / account holder | $15,900 | $4,826+229.5% | $8,357+90.3% | $4,296+270.1% |