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 | $91,496 | $69,515+31.6% | $86,874+5.3% | $85,850+6.6% |
| Participation rate | 38.1% | 66.3%-28.2pp | 71.6%-33.5pp | 69.3%-31.2pp |
| Annual return | 11.59% | 20.12%-8.5pp | 63.52%-51.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $778 | $2,919-73.4% | $3,699-79.0% | $3,952-80.3% |
| Admin fee / account holder | $3,901 | $5,972-34.7% | $5,828-33.1% | $6,260-37.7% |