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 | $59,474 | $63,355-6.1% | $91,989-35.3% | $72,985-18.5% |
| Participation rate | 62.9% | 72.5%-9.7pp | 78.6%-15.8pp | 69.5%-6.6pp |
| Annual return | 22.25% | 35.35%-13.1pp | 69.02%-46.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $907 | $4,883-81.4% | $5,923-84.7% | $3,607-74.9% |
| Admin fee / account holder | $20,904 | $4,668+347.8% | $7,743+170.0% | $5,124+307.9% |