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 | $135,388 | $80,968+67.2% | $96,544+40.2% | $75,163+80.1% |
| Participation rate | 43.8% | 71.8%-28.0pp | 76.0%-32.2pp | 67.2%-23.4pp |
| Annual return | 17.70% | 27.06%-9.4pp | 25.84%-8.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,262 | $3,928-67.9% | $4,851-74.0% | $4,125-69.4% |
| Admin fee / account holder | $10,965 | $6,724+63.1% | $8,252+32.9% | $5,651+94.0% |