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 | $104,142 | $78,672+32.4% | $109,143-4.6% | $85,850+21.3% |
| Participation rate | 65.1% | 68.3%-3.2pp | 75.9%-10.8pp | 69.3%-4.2pp |
| Annual return | 17.97% | 25.09%-7.1pp | 25.75%-7.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $11,083 | $2,735+305.3% | $3,722+197.8% | $2,565+332.1% |
| Participant deferral / active EE | $1,418 | $3,467-59.1% | $4,653-69.5% | $3,952-64.1% |
| Admin fee / account holder | $1,768 | $5,469-67.7% | $6,752-73.8% | $6,260-71.8% |