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 | $107,569 | $72,012+49.4% | $185,823-42.1% | $79,858+34.7% |
| Participation rate | 32.5% | 65.8%-33.3pp | 78.0%-45.5pp | 69.6%-37.1pp |
| Annual return | 15.33% | 23.12%-7.8pp | 35.95%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,104 | $3,779-70.8% | $5,632-80.4% | $3,740-70.5% |
| Admin fee / account holder | $697 | $4,513-84.6% | $9,500-92.7% | $5,306-86.9% |