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 | $66,947 | $46,869+42.8% | $122,332-45.3% | $70,131-4.5% |
| Participation rate | 21.1% | 58.2%-37.1pp | 71.6%-50.5pp | 69.5%-48.4pp |
| Annual return | 16.83% | 24.22%-7.4pp | 30.27%-13.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $301 | $1,288-76.7% | $4,050-92.6% | $2,342-87.2% |
| Participant deferral / active EE | $598 | $2,166-72.4% | $3,287-81.8% | $3,332-82.1% |
| Admin fee / account holder | $10,132 | $3,322+205.0% | $5,478+85.0% | $4,645+118.1% |