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 | $127,065-8.8% | $113,168+2.4% | $142,382-18.7% |
| Participation rate | 53.3% | 79.2%-25.9pp | 76.6%-23.2pp | 80.1%-26.8pp |
| Annual return | 13.49% | 24.03%-10.5pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,767 | $5,716-69.1% | $5,107-65.4% | $6,507-72.8% |
| Admin fee / account holder | $8,536 | $15,736-45.8% | $12,068-29.3% | $12,624-32.4% |