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 | $77,111 | $68,346+12.8% | $94,646-18.5% | $75,163+2.6% |
| Participation rate | 64.6% | 76.1%-11.5pp | 80.8%-16.2pp | 67.2%-2.6pp |
| Annual return | 16.82% | 616.93%-600.1pp | 156.71%-139.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $777 | $2,701-71.2% | $3,672-78.8% | $2,670-70.9% |
| Participant deferral / active EE | $2,455 | $6,537-62.4% | $7,418-66.9% | $4,125-40.5% |
| Admin fee / account holder | $2,619 | $5,326-50.8% | $7,231-63.8% | $5,651-53.7% |