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 9-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 | $83,392 | $77,813+7.2% | $123,544-32.5% | $64,186+29.9% |
| Participation rate | 56.0% | 74.7%-18.7pp | 82.3%-26.3pp | 69.6%-13.6pp |
| Annual return | 9.00% | 12.48%-3.5pp | 119.20%-110.2pp | 7.63%+1.4pp |
| Employer contribution / active EE | $3,207 | $3,014+6.4% | $4,628-30.7% | $2,381+34.7% |
| Participant deferral / active EE | $1,974 | $5,240-62.3% | $6,426-69.3% | $3,470-43.1% |
| Admin fee / account holder | $1,943 | $5,519-64.8% | $9,284-79.1% | $4,888-60.3% |