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 | $62,111 | $53,777+15.5% | $134,143-53.7% | $79,858-22.2% |
| Participation rate | 69.7% | 58.8%+10.9pp | 72.2%-2.5pp | 69.6%+0.1pp |
| Annual return | 13.62% | 19.01%-5.4pp | 36.33%-22.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $401 | $1,321-69.6% | $3,704-89.2% | $2,471-83.8% |
| Participant deferral / active EE | $870 | $2,420-64.1% | $3,499-75.1% | $3,740-76.7% |
| Admin fee / account holder | $6,870 | $3,984+72.4% | $6,684+2.8% | $5,306+29.5% |