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 | $37,229 | $72,492-48.6% | $87,100-57.3% | $72,985-49.0% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 23.68% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $522 | $1,894-72.5% | $2,521-79.3% | $2,440-78.6% |
| Participant deferral / active EE | $1,312 | $3,270-59.9% | $4,049-67.6% | $3,607-63.6% |
| Admin fee / account holder | $1,091 | $5,055-78.4% | $7,497-85.4% | $5,124-78.7% |