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 | $97,860 | $46,869+108.8% | $122,332-20.0% | $70,131+39.5% |
| Participation rate | 45.1% | 58.2%-13.1pp | 71.6%-26.5pp | 69.5%-24.4pp |
| Annual return | 13.48% | 24.22%-10.7pp | 30.27%-16.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $749 | $1,288-41.9% | $4,050-81.5% | $2,342-68.0% |
| Participant deferral / active EE | $683 | $2,166-68.5% | $3,287-79.2% | $3,332-79.5% |
| Admin fee / account holder | $5,757 | $3,322+73.3% | $5,478+5.1% | $4,645+23.9% |