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 | $66,134 | $60,892+8.6% | $82,389-19.7% | $84,808-22.0% |
| Participation rate | 35.7% | 63.3%-27.6pp | 69.5%-33.8pp | 68.3%-32.6pp |
| Annual return | 14.25% | 37.29%-23.0pp | 28.67%-14.4pp | 40.90%-26.6pp |
| Employer contribution / active EE | $750 | $1,779-57.8% | $2,517-70.2% | $2,631-71.5% |
| Participant deferral / active EE | $820 | $3,179-74.2% | $4,155-80.3% | $4,212-80.5% |
| Admin fee / account holder | $1,370 | $5,467-74.9% | $7,231-81.1% | $7,344-81.3% |