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 | $81,276 | $101,763-20.1% | $164,866-50.7% | $80,874+0.5% |
| Participation rate | 69.7% | 71.8%-2.1pp | 78.6%-8.9pp | 67.6%+2.0pp |
| Annual return | 11.69% | 16.73%-5.0pp | 69.97%-58.3pp | 35.62%-23.9pp |
| Employer contribution / active EE | $947 | $2,954-67.9% | $4,343-78.2% | $2,756-65.6% |
| Participant deferral / active EE | $1,439 | $4,477-67.9% | $6,033-76.2% | $4,297-66.5% |
| Admin fee / account holder | $3,877 | $8,228-52.9% | $12,689-69.4% | $6,935-44.1% |