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 | $91,958 | $76,367+20.4% | $93,606-1.8% | $72,985+26.0% |
| Participation rate | 65.5% | 71.7%-6.2pp | 75.8%-10.3pp | 69.5%-4.0pp |
| Annual return | 23.96% | 25.82%-1.9pp | 32.76%-8.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,042 | $3,538-70.6% | $4,069-74.4% | $3,607-71.1% |
| Admin fee / account holder | $18,463 | $6,838+170.0% | $7,888+134.1% | $5,124+260.3% |