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 | $90,693 | $76,367+18.8% | $93,606-3.1% | $72,985+24.3% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 21.91% | 25.82%-3.9pp | 32.76%-10.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $658 | $2,275-71.1% | $2,718-75.8% | $2,440-73.0% |
| Participant deferral / active EE | $956 | $3,538-73.0% | $4,069-76.5% | $3,607-73.5% |
| Admin fee / account holder | $7,316 | $6,838+7.0% | $7,888-7.3% | $5,124+42.8% |