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 | $91,143 | $87,037+4.7% | $106,201-14.2% | $80,874+12.7% |
| Participation rate | 30.6% | 70.4%-39.8pp | 75.3%-44.7pp | 67.6%-37.0pp |
| Annual return | 14.97% | 17.05%-2.1pp | 116.26%-101.3pp | 35.62%-20.6pp |
| Employer contribution / active EE | $730 | $2,396-69.5% | $3,170-77.0% | $2,756-73.5% |
| Participant deferral / active EE | $1,330 | $3,986-66.6% | $5,012-73.5% | $4,297-69.0% |
| Admin fee / account holder | $10,247 | $8,434+21.5% | $11,039-7.2% | $6,935+47.8% |