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 | $55,446 | $56,053-1.1% | $75,972-27.0% | $80,856-31.4% |
| Participation rate | 34.6% | 62.0%-27.4pp | 69.1%-34.4pp | 67.6%-33.0pp |
| Annual return | 13.19% | 20.53%-7.3pp | 359.55%-346.4pp | 35.59%-22.4pp |
| Employer contribution / active EE | $676 | $1,874-63.9% | $2,685-74.8% | $2,755-75.5% |
| Participant deferral / active EE | $736 | $3,052-75.9% | $4,255-82.7% | $4,296-82.9% |
| Admin fee / account holder | $3,207 | $5,234-38.7% | $6,467-50.4% | $6,918-53.6% |