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 | $83,898 | $66,098+26.9% | $101,794-17.6% | $74,304+12.9% |
| Participation rate | 26.2% | 53.8%-27.6pp | 69.2%-43.0pp | 60.3%-34.2pp |
| Annual return | 14.83% | 19.59%-4.8pp | 30.53%-15.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $708 | $1,082-34.6% | $2,289-69.1% | $2,241-68.4% |
| Participant deferral / active EE | $1,081 | $2,781-61.1% | $4,084-73.5% | $3,767-71.3% |
| Admin fee / account holder | $6,835 | $4,146+64.9% | $8,777-22.1% | $2,969+130.2% |