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 | $75,658 | $77,503-2.4% | $100,391-24.6% | $80,856-6.4% |
| Participation rate | 40.7% | 76.9%-36.3pp | 81.5%-40.8pp | 67.6%-27.0pp |
| Annual return | 12.46% | 37.20%-24.7pp | 49.20%-36.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $705 | $6,820-89.7% | $8,082-91.3% | $4,296-83.6% |
| Admin fee / account holder | $1,156 | $5,897-80.4% | $7,899-85.4% | $6,918-83.3% |