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 | $115,827 | $124,425-6.9% | $112,040+3.4% | $137,256-15.6% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.5%-23.2pp | 80.0%-26.6pp |
| Annual return | 13.49% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,767 | $5,718-69.1% | $5,098-65.3% | $6,407-72.4% |
| Admin fee / account holder | $8,536 | $15,207-43.9% | $12,098-29.4% | $12,270-30.4% |