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 | $59,144 | $65,395-9.6% | $182,532-67.6% | $72,985-19.0% |
| Participation rate | 32.9% | 65.4%-32.5pp | 78.0%-45.0pp | 69.5%-36.6pp |
| Annual return | 21.39% | 27.68%-6.3pp | 148.54%-127.1pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $987 | $3,563-72.3% | $5,524-82.1% | $3,607-72.6% |
| Admin fee / account holder | $484 | $4,245-88.6% | $8,592-94.4% | $5,124-90.5% |