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 | $70,128 | $76,552-8.4% | $123,892-43.4% | $62,891+11.5% |
| Participation rate | 59.5% | 73.0%-13.5pp | 81.4%-21.9pp | 69.3%-9.8pp |
| Annual return | 7.41% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,978 | $4,840-59.1% | $5,984-67.0% | $3,203-38.3% |
| Admin fee / account holder | $5,785 | $4,826+19.9% | $8,357-30.8% | $4,296+34.7% |