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 | $69,207 | $54,762+26.4% | $90,281-23.3% | $72,985-5.2% |
| Participation rate | 42.5% | 65.1%-22.6pp | 73.3%-30.7pp | 69.5%-27.0pp |
| Annual return | 17.93% | 30.63%-12.7pp | 78.10%-60.2pp | 81.00%-63.1pp |
| Employer contribution / active EE | $380 | $2,092-81.9% | $2,854-86.7% | $2,440-84.4% |
| Participant deferral / active EE | $777 | $2,887-73.1% | $3,885-80.0% | $3,607-78.5% |
| Admin fee / account holder | $5,399 | $3,972+35.9% | $5,351+0.9% | $5,124+5.4% |