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 | $57,358 | $67,606-15.2% | $82,313-30.3% | $70,131-18.2% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.9%-8.5pp | 69.5%-1.1pp |
| Annual return | 22.79% | 21.57%+1.2pp | 25.88%-3.1pp | 73.14%-50.4pp |
| Employer contribution / active EE | $457 | $1,755-74.0% | $2,428-81.2% | $2,342-80.5% |
| Participant deferral / active EE | $1,175 | $2,987-60.7% | $3,706-68.3% | $3,332-64.7% |
| Admin fee / account holder | $826 | $4,512-81.7% | $5,608-85.3% | $4,645-82.2% |