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 | $59,226 | $56,277+5.2% | $80,975-26.9% | $62,891-5.8% |
| Participation rate | 44.0% | 69.0%-25.0pp | 75.8%-31.8pp | 69.3%-25.3pp |
| Annual return | 6.95% | 22.12%-15.2pp | 17.10%-10.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $480 | $1,943-75.3% | $3,714-87.1% | $2,281-79.0% |
| Participant deferral / active EE | $1,591 | $4,195-62.1% | $5,696-72.1% | $3,203-50.3% |
| Admin fee / account holder | $4,558 | $3,741+21.9% | $5,516-17.4% | $4,296+6.1% |