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 | $97,516 | $87,013+12.1% | $106,213-8.2% | $80,856+20.6% |
| Participation rate | 26.5% | 70.4%-43.9pp | 75.3%-48.7pp | 67.6%-41.1pp |
| Annual return | 14.01% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $489 | $3,986-87.7% | $5,016-90.3% | $4,296-88.6% |
| Admin fee / account holder | $15,291 | $8,431+81.4% | $11,033+38.6% | $6,918+121.0% |