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 | $71,549 | $74,927-4.5% | $101,794-29.7% | $84,808-15.6% |
| Participation rate | 51.1% | 61.4%-10.3pp | 69.2%-18.1pp | 68.3%-17.2pp |
| Annual return | 13.98% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $647 | $1,522-57.5% | $2,289-71.7% | $2,631-75.4% |
| Participant deferral / active EE | $883 | $3,099-71.5% | $4,084-78.4% | $4,212-79.0% |
| Admin fee / account holder | $4,960 | $6,514-23.9% | $8,777-43.5% | $7,344-32.5% |