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 | $58,588 | $51,708+13.3% | $106,619-45.0% | $62,891-6.8% |
| Participation rate | 20.7% | 66.9%-46.2pp | 78.0%-57.3pp | 69.3%-48.6pp |
| Annual return | 6.48% | 4.69%+1.8pp | 9.42%-2.9pp | 20.14%-13.7pp |
| Employer contribution / active EE | $476 | $1,764-73.0% | $3,947-88.0% | $2,281-79.2% |
| Participant deferral / active EE | $919 | $2,315-60.3% | $3,930-76.6% | $3,203-71.3% |
| Admin fee / account holder | $691 | $3,349-79.4% | $6,418-89.2% | $4,296-83.9% |