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 | $68,593 | $65,395+4.9% | $182,532-62.4% | $72,985-6.0% |
| Participation rate | 47.1% | 65.4%-18.4pp | 78.0%-30.9pp | 69.5%-22.4pp |
| Annual return | 25.18% | 27.68%-2.5pp | 148.54%-123.4pp | 81.00%-55.8pp |
| Employer contribution / active EE | $462 | $1,911-75.8% | $4,076-88.7% | $2,440-81.1% |
| Participant deferral / active EE | $1,073 | $3,563-69.9% | $5,524-80.6% | $3,607-70.2% |
| Admin fee / account holder | $4,710 | $4,245+11.0% | $8,592-45.2% | $5,124-8.1% |