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 | $44,659 | $84,414-47.1% | $164,813-72.9% | - |
| Participation rate | 36.4% | 69.4%-33.0pp | 78.6%-42.2pp | - |
| Annual return | 19.83% | 13.94%+5.9pp | 69.93%-50.1pp | - |
| Employer contribution / active EE | $1,558 | $2,400-35.1% | $4,341-64.1% | - |
| Participant deferral / active EE | $2,446 | $4,277-42.8% | $6,031-59.4% | - |
| Admin fee / account holder | $8,134 | $4,429+83.7% | $12,690-35.9% | - |