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 | $48,790 | $56,423-13.5% | $77,163-36.8% | $71,457-31.7% |
| Participation rate | 23.1% | 64.3%-41.2pp | 69.6%-46.5pp | 67.9%-44.8pp |
| Annual return | 16.65% | 19.05%-2.4pp | 37.87%-21.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $549 | $1,866-70.6% | $2,535-78.3% | $2,588-78.8% |
| Participant deferral / active EE | $932 | $3,142-70.3% | $3,833-75.7% | $4,289-78.3% |
| Admin fee / account holder | $1,622 | $1,429+13.5% | $5,472-70.4% | $1,587+2.2% |