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 | $114,474 | $124,319-7.9% | $111,297+2.9% | $167,490-31.7% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 12.82% | 37.44%-24.6pp | 54.65%-41.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,402 | $5,180-72.9% | $4,487-68.7% | $6,341-77.9% |
| Admin fee / account holder | $13,014 | $10,618+22.6% | $7,964+63.4% | $12,309+5.7% |