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 | $78,103 | $92,971-16.0% | $96,683-19.2% | $74,419+5.0% |
| Participation rate | 12.9% | 71.5%-58.6pp | 74.3%-61.4pp | 70.7%-57.8pp |
| Annual return | 15.19% | 37.49%-22.3pp | 35.69%-20.5pp | 34.38%-19.2pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,196 | $3,970-69.9% | $4,878-75.5% | $4,528-73.6% |
| Admin fee / account holder | $12,486 | $633+1872.9% | $6,730+85.5% | $348+3489.5% |