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 | $93,649 | $109,413-14.4% | $156,263-40.1% | $84,808+10.4% |
| Participation rate | 45.5% | 72.7%-27.2pp | 78.9%-33.5pp | 68.3%-22.9pp |
| Annual return | 21.60% | 20.18%+1.4pp | 59.47%-37.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $922 | $2,907-68.3% | $4,333-78.7% | $2,631-64.9% |
| Participant deferral / active EE | $1,800 | $4,590-60.8% | $6,158-70.8% | $4,212-57.3% |
| Admin fee / account holder | $1,623 | $9,357-82.7% | $14,255-88.6% | $7,344-77.9% |