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 | $79,968 | $79,449+0.7% | $189,557-57.8% | $85,850-6.9% |
| Participation rate | 22.4% | 66.0%-43.6pp | 78.4%-56.1pp | 69.3%-47.0pp |
| Annual return | 15.66% | 18.45%-2.8pp | 64.17%-48.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,359 | $4,051-66.5% | $6,174-78.0% | $3,952-65.6% |
| Admin fee / account holder | $1,684 | $5,377-68.7% | $9,807-82.8% | $6,260-73.1% |