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 | $97,798 | $81,248+20.4% | $155,509-37.1% | $80,856+21.0% |
| Participation rate | 29.4% | 66.2%-36.8pp | 78.2%-48.8pp | 67.6%-38.2pp |
| Annual return | 15.69% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $428 | $3,100-86.2% | $4,672-90.8% | $2,755-84.5% |
| Participant deferral / active EE | $875 | $3,452-74.7% | $5,626-84.5% | $4,296-79.6% |
| Admin fee / account holder | $15,701 | $7,997+96.3% | $15,912-1.3% | $6,918+127.0% |