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 | $61,006 | $45,073+35.4% | $69,455-12.2% | $72,985-16.4% |
| Participation rate | 18.5% | 68.5%-50.0pp | 74.6%-56.1pp | 69.5%-51.0pp |
| Annual return | 23.68% | 22.65%+1.0pp | 28.97%-5.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $400 | $2,054-80.5% | $2,779-85.6% | $2,440-83.6% |
| Participant deferral / active EE | $680 | $2,602-73.9% | $3,535-80.8% | $3,607-81.2% |
| Admin fee / account holder | $8,159 | $3,056+167.0% | $3,839+112.5% | $5,124+59.2% |