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 | $94,625-4.4% | $116,228-22.2% | $84,808+6.7% |
| Participation rate | 61.3% | 70.4%-9.2pp | 74.6%-13.3pp | 68.3%-7.0pp |
| Annual return | 13.71% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,063 | $2,347-54.7% | $2,994-64.5% | $2,631-59.6% |
| Participant deferral / active EE | $1,203 | $3,972-69.7% | $4,953-75.7% | $4,212-71.4% |
| Admin fee / account holder | $8,260 | $10,091-18.1% | $11,989-31.1% | $7,344+12.5% |