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 | $59,537 | $70,428-15.5% | $96,562-38.3% | $85,850-30.6% |
| Participation rate | 19.1% | 61.8%-42.7pp | 69.8%-50.7pp | 69.3%-50.2pp |
| Annual return | 14.82% | 18.59%-3.8pp | 37.78%-23.0pp | 318.53%-303.7pp |
| Employer contribution / active EE | $467 | $1,413-66.9% | $2,356-80.2% | $2,565-81.8% |
| Participant deferral / active EE | $630 | $2,894-78.2% | $3,849-83.6% | $3,952-84.1% |
| Admin fee / account holder | $5,476 | $4,997+9.6% | $6,181-11.4% | $6,260-12.5% |