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 | $95,988 | $110,257-12.9% | $96,544-0.6% | $139,434-31.2% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.0pp |
| Annual return | 16.07% | 26.32%-10.2pp | 25.84%-9.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,938 | $3,620-46.5% | $2,965-34.6% | $4,751-59.2% |
| Participant deferral / active EE | $1,552 | $5,548-72.0% | $4,851-68.0% | $6,710-76.9% |
| Admin fee / account holder | $784 | $11,591-93.2% | $8,252-90.5% | $11,403-93.1% |