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 | $48,421 | $162,781-70.3% | $133,956-63.9% | $158,922-69.5% |
| Participation rate | 27.8% | 83.2%-55.4pp | 79.8%-52.1pp | 82.0%-54.2pp |
| Annual return | 13.78% | 41.94%-28.2pp | 45.09%-31.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $948 | $5,911-84.0% | $5,048-81.2% | $5,982-84.1% |
| Admin fee / account holder | $10,385 | $11,736-11.5% | $8,927+16.3% | $11,246-7.7% |