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 | $77,216 | $92,985-17.0% | $153,485-49.7% | $80,856-4.5% |
| Participation rate | 37.5% | 69.0%-31.5pp | 77.1%-39.6pp | 67.6%-30.1pp |
| Annual return | 16.49% | 19.95%-3.5pp | 15.65%+0.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $937 | $5,178-81.9% | $6,757-86.1% | $4,296-78.2% |
| Admin fee / account holder | $9,049 | $8,880+1.9% | $12,724-28.9% | $6,918+30.8% |