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 | $45,913 | $58,512-21.5% | $84,015-45.4% | $72,985-37.1% |
| Participation rate | 45.1% | 61.2%-16.1pp | 69.0%-23.9pp | 69.5%-24.4pp |
| Annual return | 20.81% | 28.93%-8.1pp | 71.31%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $805 | $1,163-30.8% | $1,983-59.4% | $2,440-67.0% |
| Participant deferral / active EE | $970 | $2,394-59.5% | $3,239-70.1% | $3,607-73.1% |
| Admin fee / account holder | $5,180 | $4,569+13.4% | $6,101-15.1% | $5,124+1.1% |