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 | $74,563 | $65,561+13.7% | $91,541-18.5% | $74,304+0.3% |
| Participation rate | 13.2% | 56.6%-43.4pp | 69.8%-56.5pp | 60.3%-47.1pp |
| Annual return | 13.39% | 17.68%-4.3pp | 20.50%-7.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $311 | $2,918-89.3% | $4,008-92.2% | $3,767-91.7% |
| Admin fee / account holder | $12,431 | $3,333+273.0% | $6,956+78.7% | $2,969+318.7% |