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 | $45,037 | $54,762-17.8% | $90,281-50.1% | $72,985-38.3% |
| Participation rate | 13.3% | 65.1%-51.8pp | 73.3%-59.9pp | 69.5%-56.2pp |
| Annual return | 20.55% | 30.63%-10.1pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $313 | $2,092-85.0% | $2,854-89.0% | $2,440-87.2% |
| Participant deferral / active EE | $765 | $2,887-73.5% | $3,885-80.3% | $3,607-78.8% |
| Admin fee / account holder | $18,080 | $3,972+355.2% | $5,351+237.9% | $5,124+252.8% |