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 | $137,605 | $57,354+139.9% | $83,848+64.1% | $64,186+114.4% |
| Participation rate | 63.0% | 68.6%-5.6pp | 76.1%-13.2pp | 69.6%-6.6pp |
| Annual return | -6.91% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $768 | $2,545-69.8% | $3,631-78.8% | $2,381-67.7% |
| Participant deferral / active EE | $877 | $2,993-70.7% | $4,082-78.5% | $3,470-74.7% |
| Admin fee / account holder | $2,787 | $4,046-31.1% | $5,478-49.1% | $4,888-43.0% |