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 | $77,781 | $56,054+38.8% | $171,082-54.5% | $62,891+23.7% |
| Participation rate | 32.0% | 62.9%-30.9pp | 76.7%-44.7pp | 69.3%-37.3pp |
| Annual return | 6.83% | 22.52%-15.7pp | 32.56%-25.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $970 | $3,158-69.3% | $4,797-79.8% | $3,203-69.7% |
| Admin fee / account holder | $1,251 | $3,647-65.7% | $8,520-85.3% | $4,296-70.9% |