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 | $78,209 | $76,000+2.9% | $154,107-49.3% | $64,186+21.8% |
| Participation rate | 32.0% | 70.4%-38.4pp | 83.0%-51.0pp | 69.6%-37.6pp |
| Annual return | 6.86% | 30.32%-23.5pp | 735.12%-728.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $772 | $3,351-77.0% | $5,298-85.4% | $2,381-67.6% |
| Participant deferral / active EE | $858 | $3,175-73.0% | $5,081-83.1% | $3,470-75.3% |
| Admin fee / account holder | $853 | $5,596-84.7% | $13,411-93.6% | $4,888-82.5% |