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 | $69,588 | $65,365+6.5% | $92,893-25.1% | $72,985-4.7% |
| Participation rate | 22.2% | 68.3%-46.1pp | 76.0%-53.8pp | 69.5%-47.3pp |
| Annual return | 19.26% | 42.10%-22.8pp | 109.41%-90.2pp | 81.00%-61.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $528 | $3,128-83.1% | $4,236-87.5% | $3,607-85.4% |
| Admin fee / account holder | $3,295 | $4,251-22.5% | $5,794-43.1% | $5,124-35.7% |