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 | $80,133 | $127,065-36.9% | $113,168-29.2% | $142,382-43.7% |
| Participation rate | 64.7% | 79.2%-14.5pp | 76.6%-11.9pp | 80.1%-15.4pp |
| Annual return | 16.09% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $734 | $5,716-87.2% | $5,107-85.6% | $6,507-88.7% |
| Admin fee / account holder | $20,646 | $15,736+31.2% | $12,068+71.1% | $12,624+63.6% |