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 | $61,150 | $78,422-22.0% | $95,952-36.3% | $79,858-23.4% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 12.09% | 19.37%-7.3pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $569 | $1,945-70.7% | $2,541-77.6% | $2,471-77.0% |
| Participant deferral / active EE | $893 | $3,440-74.0% | $4,167-78.6% | $3,740-76.1% |
| Admin fee / account holder | $593 | $5,622-89.4% | $6,795-91.3% | $5,306-88.8% |