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 | $82,917 | $54,541+52.0% | $78,778+5.3% | $70,131+18.2% |
| Participation rate | 51.4% | 60.8%-9.4pp | 69.2%-17.8pp | 69.5%-18.1pp |
| Annual return | 19.46% | 21.07%-1.6pp | 35.62%-16.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $218 | $1,089-80.0% | $1,986-89.0% | $2,342-90.7% |
| Participant deferral / active EE | $448 | $2,210-79.7% | $2,958-84.8% | $3,332-86.5% |
| Admin fee / account holder | $14,342 | $3,709+286.7% | $5,134+179.4% | $4,645+208.7% |