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 | $84,896 | $95,453-11.1% | $112,040-24.2% | $82,448+3.0% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.5%-40.5pp | 68.1%-32.1pp |
| Annual return | 15.88% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $999 | $2,318-56.9% | $2,954-66.2% | $2,551-60.9% |
| Participant deferral / active EE | $1,457 | $4,224-65.5% | $5,098-71.4% | $4,139-64.8% |
| Admin fee / account holder | $64,333 | $9,013+613.8% | $12,098+431.8% | $7,234+789.3% |