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 | $91,661 | $62,586+46.5% | $76,768+19.4% | $64,186+42.8% |
| Participation rate | 41.8% | 72.8%-31.0pp | 77.0%-35.2pp | 69.6%-27.8pp |
| Annual return | 7.95% | -1.95%+9.9pp | 2.43%+5.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $421 | $1,832-77.0% | $2,485-83.1% | $2,381-82.3% |
| Participant deferral / active EE | $1,177 | $3,145-62.6% | $3,852-69.4% | $3,470-66.1% |
| Admin fee / account holder | $3,842 | $4,667-17.7% | $6,675-42.4% | $4,888-21.4% |