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 | $67,504 | $78,422-13.9% | $95,952-29.6% | $79,858-15.5% |
| Participation rate | 28.4% | 73.5%-45.1pp | 77.1%-48.7pp | 69.6%-41.3pp |
| Annual return | 11.88% | 19.37%-7.5pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $48 | $3,440-98.6% | $4,167-98.8% | $3,740-98.7% |
| Admin fee / account holder | $6,293 | $5,622+11.9% | $6,795-7.4% | $5,306+18.6% |