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 | $76,716 | $63,861+20.1% | $104,607-26.7% | $79,858-3.9% |
| Participation rate | 19.4% | 64.9%-45.6pp | 74.1%-54.7pp | 69.6%-50.3pp |
| Annual return | 12.31% | 21.30%-9.0pp | 340.46%-328.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $399 | $1,588-74.9% | $2,681-85.1% | $2,471-83.8% |
| Participant deferral / active EE | $709 | $2,693-73.7% | $3,740-81.0% | $3,740-81.0% |
| Admin fee / account holder | $3,262 | $4,185-22.1% | $6,473-49.6% | $5,306-38.5% |