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 | $104,107 | $65,246+59.6% | $98,716+5.5% | $67,986+53.1% |
| Participation rate | 30.3% | 51.4%-21.2pp | 69.3%-39.0pp | 57.2%-27.0pp |
| Annual return | 12.83% | 20.58%-7.7pp | 31.81%-19.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $824 | $2,594-68.3% | $4,048-79.7% | $3,358-75.5% |
| Admin fee / account holder | $1,562 | $4,561-65.8% | $8,703-82.1% | $3,203-51.2% |