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 | $68,248 | $76,552-10.8% | $123,892-44.9% | $62,891+8.5% |
| Participation rate | 63.8% | 73.0%-9.2pp | 81.4%-17.6pp | 69.3%-5.5pp |
| Annual return | 7.63% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,956 | $4,840-59.6% | $5,984-67.3% | $3,203-38.9% |
| Admin fee / account holder | $2,451 | $4,826-49.2% | $8,357-70.7% | $4,296-43.0% |