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 | $88,146 | $108,825-19.0% | $156,181-43.6% | $82,448+6.9% |
| Participation rate | 3.5% | 72.4%-68.9pp | 78.8%-75.3pp | 68.1%-64.6pp |
| Annual return | 17.09% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $610 | $4,577-86.7% | $6,132-90.1% | $4,139-85.3% |
| Admin fee / account holder | $13,812 | $9,341+47.9% | $14,586-5.3% | $7,234+90.9% |