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 | $76,424 | $94,031-18.7% | $115,768-34.0% | $82,448-7.3% |
| Participation rate | 64.7% | 70.4%-5.7pp | 74.4%-9.7pp | 68.1%-3.4pp |
| Annual return | 14.08% | 20.61%-6.5pp | 100.46%-86.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,353 | $3,972-65.9% | $4,917-72.5% | $4,139-67.3% |
| Admin fee / account holder | $10,076 | $10,249-1.7% | $12,439-19.0% | $7,234+39.3% |