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 | $106,995 | $110,257-3.0% | $96,544+10.8% | $139,434-23.3% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 13.15% | 26.32%-13.2pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,110 | $5,548-80.0% | $4,851-77.1% | $6,710-83.5% |
| Admin fee / account holder | $1,900 | $11,591-83.6% | $8,252-77.0% | $11,403-83.3% |