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 | $93,004 | $45,152+106.0% | $73,843+25.9% | $59,632+56.0% |
| Participation rate | 62.9% | 64.0%-1.2pp | 73.4%-10.6pp | 68.7%-5.8pp |
| Annual return | 1.10% | 27.40%-26.3pp | 2267.84%-2266.7pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $343 | $2,574-86.7% | $3,583-90.4% | $3,192-89.2% |
| Admin fee / account holder | $2,100 | $3,516-40.3% | $4,880-57.0% | $4,297-51.1% |