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 | $60,399 | $56,972+6.0% | $182,532-66.9% | $65,185-7.3% |
| Participation rate | 27.5% | 66.5%-39.1pp | 78.0%-50.5pp | 70.2%-42.7pp |
| Annual return | 25.91% | 27.67%-1.8pp | 148.54%-122.6pp | 29.38%-3.5pp |
| Employer contribution / active EE | $557 | $1,615-65.5% | $4,076-86.3% | $2,177-74.4% |
| Participant deferral / active EE | $1,091 | $3,526-69.1% | $5,524-80.3% | $3,514-69.0% |
| Admin fee / account holder | $563 | $528+6.6% | $8,592-93.5% | $847-33.6% |