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 | $64,482 | $88,707-27.3% | $74,183-13.1% | $273,961-76.5% |
| Participation rate | 47.4% | 79.4%-32.1pp | 76.6%-29.2pp | 83.0%-35.6pp |
| Annual return | 5.66% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $915 | $4,212-78.3% | $3,550-74.2% | $5,287-82.7% |
| Admin fee / account holder | $763 | $8,717-91.2% | $5,586-86.3% | $10,132-92.5% |