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 | $59,535 | $56,897+4.6% | $84,750-29.8% | $62,891-5.3% |
| Participation rate | 28.0% | 68.5%-40.5pp | 76.6%-48.6pp | 69.3%-41.3pp |
| Annual return | 4.80% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $862 | $2,709-68.2% | $3,712-76.8% | $3,203-73.1% |
| Admin fee / account holder | $13,323 | $3,581+272.1% | $5,332+149.9% | $4,296+210.2% |