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 | $103,419 | $98,750+4.7% | $149,696-30.9% | $79,858+29.5% |
| Participation rate | 22.0% | 75.8%-53.8pp | 82.5%-60.5pp | 69.6%-47.6pp |
| Annual return | 19.71% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,052 | $5,680-81.5% | $6,842-84.6% | $3,740-71.9% |
| Admin fee / account holder | $7,588 | $6,053+25.4% | $9,309-18.5% | $5,306+43.0% |