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 | $71,586 | $95,453-25.0% | $112,040-36.1% | $82,448-13.2% |
| Participation rate | 23.3% | 72.8%-49.4pp | 76.5%-53.2pp | 68.1%-44.7pp |
| Annual return | 22.00% | 23.92%-1.9pp | 24.52%-2.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $876 | $4,224-79.3% | $5,098-82.8% | $4,139-78.8% |
| Admin fee / account holder | $319 | $9,013-96.5% | $12,098-97.4% | $7,234-95.6% |