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 | $61,994 | $50,820+22.0% | $155,567-60.1% | $77,671-20.2% |
| Participation rate | 23.2% | 63.1%-40.0pp | 78.2%-55.0pp | 70.6%-47.4pp |
| Annual return | 15.30% | 34.85%-19.5pp | 64.74%-49.4pp | 31.21%-15.9pp |
| Employer contribution / active EE | $387 | $1,993-80.6% | $4,674-91.7% | $2,726-85.8% |
| Participant deferral / active EE | $724 | $2,823-74.3% | $5,628-87.1% | $4,648-84.4% |
| Admin fee / account holder | $5,670 | $436+1200.8% | $15,916-64.4% | $430+1217.5% |