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 | $64,074 | $48,076+33.3% | $78,689-18.6% | $62,891+1.9% |
| Participation rate | 51.2% | 65.2%-14.0pp | 73.6%-22.4pp | 69.3%-18.1pp |
| Annual return | 6.41% | 31.35%-24.9pp | 62.18%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $160 | $2,588-93.8% | $3,517-95.5% | $3,203-95.0% |
| Admin fee / account holder | $2,966 | $3,207-7.5% | $4,510-34.3% | $4,296-31.0% |