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 | $86,278 | $116,875-26.2% | $354,050-75.6% | $116,875-26.2% |
| Participation rate | 53.5% | 74.5%-21.0pp | 80.0%-26.5pp | 74.5%-21.0pp |
| Annual return | 14.36% | 16.29%-1.9pp | -17.20%+31.6pp | 16.29%-1.9pp |
| Employer contribution / active EE | $0 | $3,288-100.0% | $3,792-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,165 | $3,885-70.0% | $4,870-76.1% | $3,885-70.0% |
| Admin fee / account holder | $34,022 | $12,263+177.4% | $12,771+166.4% | $12,263+177.4% |