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 | $88,022 | $95,266-7.6% | $82,389+6.8% | $142,382-38.2% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.5%-52.9pp | 80.1%-63.5pp |
| Annual return | 20.33% | 25.74%-5.4pp | 28.67%-8.3pp | 217.08%-196.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $264 | $4,809-94.5% | $4,155-93.6% | $6,507-95.9% |
| Admin fee / account holder | $2,167 | $8,563-74.7% | $7,231-70.0% | $12,624-82.8% |