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 | $74,812 | $67,411+11.0% | $91,001-17.8% | $70,131+6.7% |
| Participation rate | 30.2% | 71.4%-41.2pp | 75.6%-45.4pp | 69.5%-39.4pp |
| Annual return | 14.17% | -40.16%+54.3pp | 4.60%+9.6pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,095 | $2,823-61.2% | $3,547-69.1% | $3,332-67.1% |
| Admin fee / account holder | $464 | $4,236-89.1% | $5,417-91.4% | $4,645-90.0% |