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 | $63,008 | $54,590+15.4% | $81,930-23.1% | $73,488-14.3% |
| Participation rate | 17.8% | 68.3%-50.5pp | 72.0%-54.2pp | 70.7%-52.9pp |
| Annual return | 12.93% | 17.74%-4.8pp | 29.49%-16.6pp | 28.51%-15.6pp |
| Employer contribution / active EE | $466 | $1,636-71.5% | $4,310-89.2% | $2,270-79.5% |
| Participant deferral / active EE | $1,074 | $2,759-61.1% | $7,107-84.9% | $3,740-71.3% |
| Admin fee / account holder | $33,126 | $592+5495.4% | $5,158+542.2% | $513+6356.4% |