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 | $95,803-25.3% | $113,168-36.7% | $84,808-15.6% |
| Participation rate | 23.3% | 72.9%-49.5pp | 76.6%-53.2pp | 68.3%-45.0pp |
| Annual return | 22.00% | 25.00%-3.0pp | 24.27%-2.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $876 | $4,242-79.4% | $5,107-82.9% | $4,212-79.2% |
| Admin fee / account holder | $319 | $8,989-96.4% | $12,068-97.4% | $7,344-95.7% |