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 | $63,611 | $73,787-13.8% | $98,716-35.6% | $82,448-22.8% |
| Participation rate | 61.8% | 61.4%+0.4pp | 69.3%-7.5pp | 68.1%-6.3pp |
| Annual return | 13.27% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $660 | $1,511-56.3% | $2,279-71.0% | $2,551-74.1% |
| Participant deferral / active EE | $953 | $3,081-69.1% | $4,048-76.5% | $4,139-77.0% |
| Admin fee / account holder | $1,167 | $6,500-82.0% | $8,703-86.6% | $7,234-83.9% |