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 | $64,848 | $58,512+10.8% | $84,015-22.8% | $72,985-11.1% |
| Participation rate | 52.5% | 61.2%-8.8pp | 69.0%-16.6pp | 69.5%-17.0pp |
| Annual return | 20.43% | 28.93%-8.5pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $336 | $1,163-71.1% | $1,983-83.1% | $2,440-86.2% |
| Participant deferral / active EE | $1,063 | $2,394-55.6% | $3,239-67.2% | $3,607-70.5% |
| Admin fee / account holder | $5,979 | $4,569+30.9% | $6,101-2.0% | $5,124+16.7% |