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 | $63,846 | $102,605-37.8% | $145,661-56.2% | $84,808-24.7% |
| Participation rate | 69.6% | 74.3%-4.7pp | 77.2%-7.7pp | 68.3%+1.3pp |
| Annual return | 14.87% | 26.50%-11.6pp | 101.46%-86.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,081 | $3,325-67.5% | $4,238-74.5% | $2,631-58.9% |
| Participant deferral / active EE | $1,723 | $5,750-70.0% | $7,198-76.1% | $4,212-59.1% |
| Admin fee / account holder | $8,189 | $8,758-6.5% | $12,466-34.3% | $7,344+11.5% |