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 | $56,434 | $103,376-45.4% | $87,100-35.2% | $152,861-63.1% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.9%-13.7pp | 82.4%-19.3pp |
| Annual return | 22.42% | 28.10%-5.7pp | 28.19%-5.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $992 | $3,220-69.2% | $2,521-60.7% | $4,762-79.2% |
| Participant deferral / active EE | $578 | $4,778-87.9% | $4,049-85.7% | $5,850-90.1% |
| Admin fee / account holder | $9,674 | $12,205-20.7% | $7,497+29.0% | $11,596-16.6% |