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 | $66,977 | $99,985-33.0% | $146,665-54.3% | $85,850-22.0% |
| Participation rate | 14.9% | 73.1%-58.2pp | 80.1%-65.2pp | 69.3%-54.4pp |
| Annual return | 11.43% | 18.93%-7.5pp | 22.74%-11.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $605 | $4,006-84.9% | $5,506-89.0% | $3,952-84.7% |
| Admin fee / account holder | $3,809 | $7,702-50.5% | $10,280-62.9% | $6,260-39.2% |