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 | $60,244 | $60,892-1.1% | $82,389-26.9% | $84,808-29.0% |
| Participation rate | 32.6% | 63.3%-30.7pp | 69.5%-37.0pp | 68.3%-35.8pp |
| Annual return | 13.78% | 37.29%-23.5pp | 28.67%-14.9pp | 40.90%-27.1pp |
| Employer contribution / active EE | $519 | $1,779-70.8% | $2,517-79.4% | $2,631-80.3% |
| Participant deferral / active EE | $741 | $3,179-76.7% | $4,155-82.2% | $4,212-82.4% |
| Admin fee / account holder | $19,943 | $5,467+264.8% | $7,231+175.8% | $7,344+171.6% |