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 | $40,555 | $165,335-75.5% | $149,696-72.9% | $158,922-74.5% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 8.42% | 348.15%-339.7pp | 276.60%-268.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,314 | $5,103-74.2% | $4,644-71.7% | $4,761-72.4% |
| Participant deferral / active EE | $2,075 | $7,181-71.1% | $6,842-69.7% | $5,982-65.3% |
| Admin fee / account holder | $1,204 | $10,807-88.9% | $9,309-87.1% | $11,246-89.3% |