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 | $96,140 | $138,347-30.5% | $184,203-47.8% | $80,856+18.9% |
| Participation rate | 24.1% | 83.9%-59.7pp | 86.8%-62.7pp | 67.6%-43.5pp |
| Annual return | 17.57% | 20.02%-2.4pp | 28.81%-11.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $920 | $7,071-87.0% | $9,131-89.9% | $4,296-78.6% |
| Admin fee / account holder | $395 | $10,483-96.2% | $13,901-97.2% | $6,918-94.3% |