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 | $65,764 | $60,349+9.0% | $74,183-11.3% | $62,891+4.6% |
| Participation rate | 26.9% | 72.7%-45.9pp | 76.6%-49.8pp | 69.3%-42.4pp |
| Annual return | 8.20% | 21.37%-13.2pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,244 | $2,856-56.4% | $3,550-65.0% | $3,203-61.2% |
| Admin fee / account holder | $4,820 | $4,261+13.1% | $5,586-13.7% | $4,296+12.2% |