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 | $90,450 | $94,031-3.8% | $115,768-21.9% | $82,448+9.7% |
| Participation rate | 61.3% | 70.4%-9.1pp | 74.4%-13.1pp | 68.1%-6.8pp |
| Annual return | 13.71% | 20.61%-6.9pp | 100.46%-86.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,063 | $2,323-54.2% | $2,940-63.8% | $2,551-58.3% |
| Participant deferral / active EE | $1,203 | $3,972-69.7% | $4,917-75.5% | $4,139-70.9% |
| Admin fee / account holder | $8,260 | $10,249-19.4% | $12,439-33.6% | $7,234+14.2% |