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 7-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 | $54,212 | $58,512-7.3% | $84,015-35.5% | $72,985-25.7% |
| Participation rate | 63.6% | 61.2%+2.4pp | 69.0%-5.4pp | 69.5%-5.8pp |
| Annual return | 26.38% | 28.93%-2.5pp | 71.31%-44.9pp | 81.00%-54.6pp |
| Employer contribution / active EE | $418 | $1,163-64.1% | $1,983-78.9% | $2,440-82.9% |
| Participant deferral / active EE | $737 | $2,394-69.2% | $3,239-77.2% | $3,607-79.6% |
| Admin fee / account holder | $4,344 | $4,569-4.9% | $6,101-28.8% | $5,124-15.2% |