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 | $77,495 | $60,892+27.3% | $82,389-5.9% | $84,808-8.6% |
| Participation rate | 21.4% | 63.3%-41.8pp | 69.5%-48.1pp | 68.3%-46.9pp |
| Annual return | 14.92% | 37.29%-22.4pp | 28.67%-13.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $432 | $1,779-75.7% | $2,517-82.8% | $2,631-83.6% |
| Participant deferral / active EE | $544 | $3,179-82.9% | $4,155-86.9% | $4,212-87.1% |
| Admin fee / account holder | $7,244 | $5,467+32.5% | $7,231+0.2% | $7,344-1.4% |