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 | $50,606 | $56,423-10.3% | $77,163-34.4% | $71,457-29.2% |
| Participation rate | 63.5% | 64.3%-0.9pp | 69.6%-6.1pp | 67.9%-4.5pp |
| Annual return | 15.05% | 19.05%-4.0pp | 37.87%-22.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,222 | $3,142-61.1% | $3,833-68.1% | $4,289-71.5% |
| Admin fee / account holder | $864 | $1,429-39.5% | $5,472-84.2% | $1,587-45.6% |