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 | $72,317 | $93,571-22.7% | $135,903-46.8% | $75,163-3.8% |
| Participation rate | 41.2% | 75.2%-34.0pp | 81.9%-40.7pp | 67.2%-26.0pp |
| Annual return | 21.07% | 30.90%-9.8pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,492 | $6,404-61.1% | $7,758-67.9% | $4,125-39.6% |
| Admin fee / account holder | $2,661 | $6,975-61.9% | $10,762-75.3% | $5,651-52.9% |