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 | $122,739 | $80,673+52.1% | $101,326+21.1% | $84,808+44.7% |
| Participation rate | 45.7% | 77.8%-32.1pp | 81.5%-35.8pp | 68.3%-22.6pp |
| Annual return | 15.86% | 38.95%-23.1pp | 36.82%-21.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,559 | $6,840-62.6% | $7,994-68.0% | $4,212-39.2% |
| Admin fee / account holder | $3,216 | $12,784-74.8% | $11,185-71.3% | $7,344-56.2% |